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.

Copy Primary Info Button

Currently, the "copy primary info" button copies phone and email as well to the household record and spouse record in addition to the address. Most folks don't have landlines anymore and most individuals have their own emails. It would be great to be able to copy ONLY the address and have a way to enter these custom fields in the household/second person tab when creating a record.

  • Breanne Leach
  • Aug 22 2023
Constituent Records
Customer references Visitor Services, Data, Membership, Development staff
  • Attach files

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