Every time I enter a gift from an existing donor, where the gift info shows two family members (like husband and wife), but I only have one of them in SF, I need to add the second.
I always start at the existing Contact record so I can review all contact info and start the gift creation from their page (rather than from the HH page).
I float over the Account field and the mini page layout shows me Edit and View buttons. I sure would like to have the Manage Household button on the mini page layout as well, so I can go directly to Manage Household (on a separate browser tab via Ctl-click) to add the new HH member.
Is this possible?
3 Antworten
Not currently possible - vote it up, as they say: https://success.salesforce.com/ideaView?id=0873000000085MM