I’m trying to create a “Donation Report” form for a volunteer to complete when they’ve received a gift or pledge from someone for a charity. The donor is almost always going to have an existing record in the “Prospects” table; gifts are entered into the “Donations” table, which is where this form resides.
The “Donor - linked” allows the volunteer to lookup people, but it shows only the unique Member ID - not names. Is there a way I can let the volunteer choose the donor from a list of names, instead?
I don’t want the volunteer to enter a first and last name for donors because it would duplicate information that lives on their record in the Prospects table.
Confusing, but … any thoughts?