Altru Ideas

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Define default tab on constituent records

While the summary tab is nice, it's not particularly useful for everyone. In lieu of making it editable, it would be great to be able to define which tab on constituent records is the "main" one. (Sticky would be okay, but I think that might be complicated.) For example, my major gift officer would always like the Revenue tab on a constituent record to be the one she sees first whenever she goes to any constituent. My membership manager would like the Membership tab to be the default.
  • Guest
  • Jan 4 2016
  • Reviewed
  • Attach files
  • +4