Improvements to the New Payment Tracking Workflow Page
I like the quick new way to enter payments on the payment tracking page. Here are two things that would make it Better! If the pop up window had the name of the Organization. I am often entering multiple payments at once and sometimes I lose track of what one I'm entering. Having the Organization Name in the pop up window will help me double check that. Whenever I go back to the payment tracking page it defaults to showing all dates. It would be helpful if it would save my last search unless I log out because I have to enter the dates and re sort every time, even when I'm just going to a record and clicking on the breadcrumb link back to payment tracking.
3
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Katie Kaufmann
shared this idea
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Katie Kaufmann
commented
Thanks Chris. This is so much easier!!