Transaction Tags
A
Ashley Neapolitan
Be able to tag a specific transaction with a custom tag (such as sponsorship or matching gift) to be able to differentiate between gift types.
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D
Dee Hedden
Tagging transactions in general would be helpful, but especially a tag to indicate that the donation is not tax-deductible as someone else mentioned would be amazing. And it would be even better if that non-tax-deductible tag would then make it so that donation does not show up on their End of Year giving summary. This is something our previous platform had and would be helpful for DAF gifts.
J
Jansyn Thaw
I need this for DAF payments. And it needs to be indicated on the EOY summary that it is a DAF donation because those are NOT tax deductible!
Ruth
ability to import tags together with transaction imports
J
Jansyn Thaw
I'm about to cancel our Givebutter+ membership over this nonsense. basic data needs!
Liran Cohen
Merged in a post:
Flags/Tags in the Transactions tab
Kait Cogswell
Allow admins to choose from colored flags/tags to mark transactions. These could be generic colored flags that each account can choose to use in different ways (e.g. Green = waiting to receive check, Blue = check received, Yellow = large donor, send additional acknowledgment. etc.)