Online Data review -Options
While reviewing the constituent data for online donations (web view), we have the choice to only "see" the information and either add a new address or mark a phone primary/previous.
I would like to have the option to be able to go into the actual record — as I'm doing the reviewing — and update any necessary information on the donor record. For example, we may have mistakenly marked a phone number as "bad" or "previous" but now the donor is using that exact number. Or, the donor updated their address, maiden name, etc. The constituent ID number isn't shown on the review data either, so it would help to be able to get into the record to verify information before matching.
Is there a way, now or in the future, to get into the donor record and do updates as we can in DBV using Online Express? And will donor address be a required field anytime soon?
Answers
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Good post! Being able to edit data during that process is important!
Have you checked the idea bank for this? I wouldn't be surprised if it exists already. If you find any ideas, please post them in this thread so we can vote them up!2
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