Campaigns and Opportunities Flag When Entering Donation
When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.
48
votes
Kara G
shared this idea
1/30/2025: Donations: Open campaigns and opportunities now display at the top of the create donation screen if the profile selected is listed in the campaign or associated with the opportunity. Selecting Link, will add the campaign or opportunity to the donation record.
