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Daily Sales should display constituency groups and a picture of the person.

I would love to see the ability to display the picture if on file of a person and also all of their constituency groups when we enter them on the Daily Sales page.  This would allow us to immediately recognize someone without checking their ID and also to understand who the person in front of us without asking and delving into their record (i.e. VIP, donor, etc.).  Right now it only shows that they have a membership but would be great to have additional info pop up without having to go through extra steps.

  • Guest
  • Nov 15 2017
  • Reviewed
Constituent Records
  • Attach files
  • Tami Goertzen commented
    October 31, 2023 19:08

    Yes, it would be so nice to have the photos display in Daily Sales, so we don't have to ask members for ID every visit. We can add photos to the constituent record, but it takes too long to click into a record to see if they have a photo stored. Constituency would also be nice.

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