Donor information when logging revenue
When adding Revenue and selecting a name for the "Received from" field, is it possible to include the donor's address? This would not only help differentiate between donors with the same name, but help in a situation when the donor's address has changed. If the donor's address is not visible we cannot compare it to the address they are providing on their check or return envelope. Thank you.
6
votes
Nadine Leahy
shared this idea
-
Stacy Klingler
commented
Without this information, the workflow is clunky. We have to start in CRM and then switch to accounting. Another option would be to be able to enter revenue or move to the revenue area directly from the profile, where the profile information would already be filled in.