Add constituent lookup-id/name joint search field to all constituent search forms in the system

On all constituent search firms, we would like to have the combined name/lookup-id field. Especially in the Enhanced Revenue Batch search so you can enter either piece of information. We would also like to add Consistency to all constituent search forms in the system.
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  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Search
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  • Kelli Crispin commented
    September 10, 2019 13:58

    Yes! The inconsistency of the (seems like a million!) Search forms in CRM is frustrating. When I am used to copying and pasting the Lookup ID in a search to be sure I get the right record, it would be nice if the Lookup ID/Name field were always the first field in most of the Search forms. It also allows for the option of Lookup ID or Name without having to tab through the form when you are trying to be efficient with data entry.

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