Altru Ideas

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When adding a new contact to an organization, automatically add person as a contact

When I add a new contact to an organization, either by clicking the pencil in the contact tile, the person I enter should automatically be assigned as a contact. I recognize that toggling to the second tab "Contact Information" will allow me to check this box, but it seems an additional and somewhat useless step, considering that I am clicking "Add a Contact." Seem intuitive!



After conversion, I manually had to add individuals who came over as "relationships" as "contacts" by going into and editing their "contact information" tab. This was extremely time consuming, especially because this could not be accomplished in batch.



Has there been any discussion about updating this process?



Anyone else out there the little contact check box an oft forgotten step by your staff?
  • Guest
  • Jan 4 2016
  • Reviewed
Constituent Records
  • Attach files
  • +3

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