The donor portal under the Donations tab allows users to down load as a CSV file donations received in the fund. The entire history, though, is what is available for download.
It would be very helpful for our project managers who use the portal to have the option of selecting a date range for this download to eliminate the need for dealing with the entire universe of donations. This would be very useful for several of our projects which have a high volume of credit card donations.
Tom Keyser
supported this idea
·
The donor portal under the Donations tab allows users to down load as a CSV file donations received in the fund. The entire history, though, is what is available for download.
It would be very helpful for our project managers who use the portal to have the option of selecting a date range for this download to eliminate the need for dealing with the entire universe of donations. This would be very useful for several of our projects which have a high volume of credit card donations.
Thank you
Tom Keyser
Capstone Legacy Fdn
tkeyser@capstonelegacy.org
610-203-0694