Add Donation
Thank you for the updates to the Add Donation page. I wanted to share a few observations that might help improve the user experience:
The Process button currently appears in the middle of the page, which can feel awkward unless you’re on a larger monitor.
Since most of our gifts come via check, the workflow for entering check donations could be more intuitive. After selecting “Check,” the next section is Tributes, and the Check Number field appears much further down. On smaller screens, this makes the page feel cramped, while on larger screens, it feels overly spread out and difficult to tab through.
The Receipt Template field appears first, but the checkbox for “Tax Receipt Needed” is several fields later. It might be helpful to group these closer together for clarity.
Overall, the layout feels a bit challenging for quick data entry. A more streamlined arrangement could make the process smoother.
Also, thoughtful timing for a release such as this would be helpful. Many of us are in the middle of annual appeals during this time of year, and data entry has slowed as a result.
Thank you for considering these suggestions! We appreciate the work that goes into improving the platform.
Rachael Rosas
shared this idea
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Tammy Lang
commented
I would agree with this. Also, when entering the payment type to be able to add the check number right after that would seem to flow better. We usual have to enter the letter type more frequently then adding a tribute. Having that before the tribute would enhance work flow.
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Frances Moore
commented
Please consider the timing of releases and postpone them to a less busy time of the year.