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Add an offline donation inside a Contact
in progress
Tori Meglio
The ability to navigate to the Contact and record an Offline Donation.
Since admins already have the ability to add an email and phone number in the Contact, this feature allows them to add an Offline Donation with those fields auto-populated plus the ability to add a Note which will populate in the Timeline Activity.
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Katie Casper
This would be SO helpful! It would be HUGE for us!!
Liran Cohen
in progress
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DeAnn Colegrove
PLEASE add this ASAP. We chose Givebutter for it's simplicity and ease of use. This simple step is a HUGE issue at our NP.
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Kerri Hupp
This is my #1 frustration with Givebutter. So many great features but to not be able to enter transactions for an existing contact is about as basic as it gets. We have SO many duplicated contacts because of this and it makes consolidated reporting by contact a MESS!
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Gary Kornblith
Yes!
Liran Cohen
planned
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Kerri Hupp
Liran Cohen: any ETA?
Liran Cohen
Kerri Hupp: Not an exact date, but this is planned for Q2!
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Kerri Hupp
Liran Cohen: do we have any updates?
Sunny Ellis
Kerri Hupp: Not yet, Kerri, but I have seen the mockups and it's looking really good!
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Kelly Frank
this would be a great feature. I would love to be able to add an offline donation amount from right within the contact rather than using a spreadsheet.
Jesse Saldana
open
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Sonali Ratnasinghe
This would be helpful! Especially as we only started using Givebutter recently and we have the rest of the donor payments from old initiatives elsewhere! It would be very nice to have them all located in one place.
Tori Meglio
Merged in a post:
Add Offline Donations from Contact Profile
Solaris Blackwood
Ability to add offline donations to Contact from the Contact's Profile.
Currently, you have to go to the contact's profile page to find their email, go back to the transactions tab or campaign page to enter the offline donation, use the same email so the offline donation and contact link.
This would reduce the steps it takes to add an offline donation from someone who previously donated.
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