Settings and activity
13 results found
-
16 votesProposed Idea · 14 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Rachael Rosas
supported this idea
·
An error occurred while saving the comment -
8 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Rachael Rosas
shared this idea
·
-
6 votesRachael Rosas
shared this idea
·
-
6 votesRachael Rosas
shared this idea
·
-
3 votesRachael Rosas
shared this idea
·
-
5 votesRachael Rosas
shared this idea
·
-
1 voteRachael Rosas
shared this idea
·
-
6 votesRachael Rosas
supported this idea
·
-
117 votes
An error occurred while saving the comment Rachael Rosas
commented
We recently encountered this limitation and we are going to put in the 1st as the DOB just so we have a method for tracking month/year. Our CEO will be assisted in her work by knowing an approximate age but it does make me cringe a bit knowing I'm entering data that isn't fully correct. This feature would be helpful for that reason.
Rachael Rosas
supported this idea
·
-
117 votesRachael Rosas
supported this idea
·
-
12 votesRachael Rosas
supported this idea
·
-
205 votesRachael Rosas
supported this idea
·
-
103 votesRachael Rosas
supported this idea
·
I submitted as a separate idea, but I'll re-paste my comments here:
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.