When I find additional philanthropic giving that I would like to add to a prospect's record, I would like the ability to copy a philanthropic record to easily edit. For instance, a record showing that John Doe gave $x to ABC in 2010 might be in RP already. I find that John also gave $x to ABC in 2013. Instead of retyping all of the other details, could I copy the original record and just edit the amounts and dates? This would save me a ton of time.
Guest
In our Q1 2019 release, we implemented a "Duplicate" button on wealth details. When this is clicked, a new window opens with the original data and you can modify it and save it as a new wealth match.
Hurray! Thank you!
It would also be useful to have the same feature for political contributions.