There are a few odd things about adding a constituent that we would request be reviewed.

1. When processing a new fund request, when searching for a constituent that IS located in the CRM you can select them, but any new data that was provided in the request (new address, phone numbers, email addresses) are not stored or added to the existing record in the CRM and therefor is lost unless recorded manually prior to selecting the existing record. This information should be transferred over.

2. If a constituent is NOT present in the CRM there is a button to add them inside of the “Lookup” modal. If you select this button from within the “Lookup” modal, you have to re-enter all of the constituent’s information (including the name, address, email, etc). To add to this none of this information is visible on this screen. So you would either have to write this down prior, or leave the “Lookup” modal and create the constituent on the prior page.

Prior to going into the “Lookup” modal, there is a create constituent button, which does automatically use the information already entered. But I assume the intention of having a create constituent button inside the "Lookup" modal is for convivence, so you don't have to go back out to add a constituent to the CRM.

We would like to request the functionality be the same from within the “Lookup” modal as they should work the same way.