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.

Auto-fill in Daily Sales Constituent Search

Would it be possible that when searching for a constituent through daily sales, not finding them, and then adding as a new individual, that the original search info (first, last name) would autofill in the new record?



We are trying to find ways for our Visitor Services staff to be more efficient when dealing with our patrons, and this is a functionality that I liked from the Raiser's Edge.
  • Guest
  • Jan 4 2016
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  • +6