Add or update Constituent Code option
When adding a new constituent, the constituent code is added with the current date. When updating a constituent record (renewing membership, adding gift, etc.) if the constituent code doesn’t match the criteria, then it adds a new constituent code with the current date instead of updating the current one. It would also be great to have the option to update it and leave the date alone. Thank you.
7
votes
Trini Ramos
shared this idea
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Alexandra Aldridge
commented
This would be super helpful so as not to create multiple constituent codes where it's not needed.