2 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.

Suggested by: Dawn Ebert Upvoted: 13 Feb, '20 Comments: 0

Under consideration In Discovery - Outlook Plugin

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