- Use the Constituent Window for its intended purpose and add additional information to the record as necessary
- In Config > Fields, mark other fields as required, such as First Name. This will make the constituent record display since there is not enough information to create the record.
Once the record is created, view the full Constituent record in gift batch:
- Right click on the Constituent information section on the right hand side of the batch Data Entry endow
- Select Open Constituent - this displays the full Constituent record
- Set your default gift batch settings to see as much information about the Constituent as you would normally have if entering on the full Constituent record:
- On the right hand side of a gift batch, there is a section dedicated just to Constituent information. We can choose to display as much or as little information as desired.