CRM: Revenue Summary
In cases where a donor has made many donations and therefore has a lengthy revenue summary, we are unable to scroll down to the very bottom of the summary.
When we try to scroll down to the bottom, it automatically jumps back up to the top several entries.
Sarah Mechtenberg
shared this idea
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Steven Paul
commented
This is an area of the NPC that needs focused attention. We have spent a significant amount of time gathering all our historical revenue data for migration so that we could gain insight and benefit with your product to view a donor's data over many years - understanding not only the value of their contributions, but the TYPE/DETAIL of their donations. All of this information was migrated - only to understand that it is NOT VISIBLE ANYWHERE except in reporting. And even then, some of the fields are not presently available. Running a report for details for everyone Profile is not an improvement over our running these in Excel when we had no system.
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Steven Paul
commented
Our Revenue summaries WILL have extremely long lists once migrated this week. The general UI design here is wasting a lot of pixel real estate...And when displayed, it's not the date we want to see anyway.
The question: Who, When, How Much and What ... is not answered in the summary panel.
