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16 votesProposed Idea · 14 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
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Kathryn Kramer
supported this idea
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I'm in general agreement with others here about the issues with the Donation UI update. The major issues affecting my workflow:
--Please do not release major donation UI updates in December. Our annual giving day was on December 2, likely along with many other community foundations. Even if the new UI were perfect, I would not want to be forced to learn it while under one of my heaviest workloads of the year.
--The breakout of References, Tasks, Files, and Notes as tabs at the bottom of the page once the donation is processed, with References as the default tab being displayed, hides information our finance manager and I need when reviewing donations for completeness and accuracy before posting. In the old UI, I could just scroll down and see the names of the files I had attached to the donation (a key part of our documentation process). Now the files are hidden under another tab, increasing the number of clicks needed to review each donation and increasing the rate of errors where files do not get attached.
--As others have said, it does not make sense to me that the Process button is in the middle of the page, or that key fields have been relegated to "Additional Information." I strongly preferred the linear layout of the old UI, as many of those fields are required in our workflow and it doesn't make sense to backtrack to the Process button.
--The general grouping of fields could be improved. Why is Check Number in a completely different section than Payment Method? Why would the Anonymous button and Recognition Name be in a separate section from Donor and other closely related fields?
I do like that the new UIs across the board have made better use of larger windows by bumping sections up to the right side of the screen when there's space to do so, but unfortunately that tends to make it a little chaotic in terms of making things less linear.