1
votes
Ability to search for a constituent record in the system. We always ask users to search to make sure a constituent doesn’t exist before they add a new account. While the ‘Summary’ feature essentially lets them do this for an email, there doesn’t seem to be a way to do it for a new constituent they might wish to add. Maybe we could add ‘Constituent Search’ in the drop down under add new.
Comments: 1
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31 May, '18
Moderator AdminThis will be standard functionality in our O365 Add-In.