Altru Ideas
We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
Phone numbers and email addresses most often belong to a specific person, please consider creating a configuration option to change the default from yet to no for "copy phone number to household and members" and "copy email address to household and members".
I agree with Laura! We do not want spouses to have each other's email addresses on their record but we want the household record to be updated with the most recent contact information. Please create 2 different check boxes "Copy to household" & "Copy to members in the household." I feel like this is a HUGE flaw in the system!
We struggle with the copy to household and all members of household button because we don't always want all info to copy to all members of household. Especially when it comes to email addresses. Why would I want someone's email address copied to all other people on household but I am fine with it copying to household record. Can't you break this box into two options?
on a similar note, we struggle with adding multiple people to a household through Daily Sales. You can "add to a household" which copies the new constituent to the existing household, but does not copy household info back to the new constituent. It would be helpful if it was a two way street