Settings and activity
13 results found
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19 votes
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Sam Mueller
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25 votesProposed Idea · 20 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Sam Mueller
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An error occurred while saving the comment Sam Mueller
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Also agreeing with most of the feedback below!! But will specifically highlight
- Previously, the process was linear, and the fields connected to each other when entering a donation were close to each other: payment type/check number, tax acknowledgement drop-down/check box to choose if an acknowledgement is necessary, etc. Having these fields spread out across the page causes unnecessary scrolling.
- The "Process" button in the middle does not make sense. We require several pieces of information that are below the Process button, which causes unnecessary scrolling.
And will add - having the attachments in a different spot and the opportunity linking in different spots doesn't make that much sense either. Again with the additional scrolling.
While annoying to have this done in Q4 with high gift influx season, I actually didn't notice a lot of the linear process being linear because I do donation imports throughout our busy season and only am getting to those challenges in the quieter giving season with only a few gifts in the week. If folks aren't using the mass upload for donation processing of more than 5 at a time, please reach out!! Its a big time saver!!
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15 votes
An error occurred while saving the comment Sam Mueller
commented
Could be similar to the 'assigned' field in opportunities!
Sam Mueller
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14 votesProposed Idea · 6 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Sam Mueller
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13 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Sam Mueller
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35 votesSam Mueller
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36 votesSam Mueller
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29 votesSam Mueller
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32 votesSam Mueller
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55 votesSam Mueller
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148 votesSam Mueller
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207 votesSam Mueller
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117 votesSam Mueller
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Hi! I see this marked as a proposed idea and just wanted to check in to see if there is any timeline for this? Thanks Foundant team for ever improving!