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.

In Fundraiser Pending Activity view, make constituent names clickable links

Our gift officers use the Pending Activity view to review and update their pending steps. However, sometimes they need to look up other information on the constituent (other interactions, giving history, etc.) in order to determine the best course of action on a given pending step. We would like the Constituent names to be clickable links so that gift officers can quickly jump over to the constituent record and look up this information.

  • Guest
  • Mar 7 2017
  • Reviewed
Constituent Records
Customer references James Madison's Montpelier major gifts officer (Elizabeth von Hassell) and prospect researcher (Anna Roberts)
  • Attach files

Related ideas