Ability to Add Offline transaction and connect it with existing contact
complete
D
David Owens
Allows user to be able to Add Offline transaction and connect it with existing contact
Log In
H
Heather Denkmire
YAYYYYYYY! it's HEREEREEEE! :-)
Jesse Saldana
complete
K
Kelly Frank
I can't wait for this. We receive many offline donations and it would be much easier just to go to the contact and then click add transaction and enter the transaction information or if it's a new contact add the contact and add the transaction.
B
Brad Catron
Yes! Most of our reoccurring donations are checks we receive are by mail. Admin should have the ability to choose an existing donor to credit the transaction to rather than enter donor information every month.
K
Kristie LaRocca
Being able to add transaction directly to the contact page without uploading a spreadsheet please and thank you
Jesse Saldana
in progress
L
Leighann Dorough
Yes! Either it pulls current contacts in the import screen or you can go to the contact and import an offline transaction. I'd be happy with either!
Liran Cohen
Merged in a post:
Connect Contacts and Donations
P
Peter Chamalian
Look up existing contacts when a new transaction is entered so the existing information is filled.
S
Sarah Philley Obert
Yes, please. When can we expect this feature to be added?
K
Kelly Frank
I can't wait for this to be added. I would use this feature all the time. It will make attending offline transactions so much easier and quicker.
Load More
→