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When searching for a Donor ID while entering gifts, is it possible to customize what fields (name, address, email) come up?
1 resposta
  1. 23 de dez. de 2014, 23:50
    Hi Char,

     

    Do you mean through global search and are looking for Contacts (people)? If so, go to setup, customize, Contacts, search layouts, and search results. You can add whichever Contact fields that you want and whenever you search for a name, those fields will come up. I hope that helps. 
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