Entering New Guests

One thing I would like to ask is for customized fields to appear on the add new constituent window. I enter the basic information including constituent codes. Then, I have to save and close that window. Search for the guest, open their record and go to custom fields to add more information, as well as their "fundraiser" whom I hope is soon labeled something else. Can all of this be in one window? Custom fields and assigning their sponsor (solicitor/fund raiser) is so necessary for each new guest. But right now, I'll have to design a workflow just to teach someone else how to do this. Any help here?

  • Phillip Kinson
  • Nov 21 2019
  • Reviewed: Voting Open
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