Allow clients to create/modify/append offline donation and sample upload forms and fields.
This would allow total customization for reporting offline donations, especially when you have different categories to report and track (tickets, donations, merchandise, etc.). Currently we are stuck using the offline forms unless we want to do a custom project to get what we need. Being able to create fields and forms would save the client hours of time when it comes to creating reports.
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Guest
- Jan 31 2018
- Reviewed: Voting Open
| Area of the Product | Reporting |
| Org/Company Name | Trustees of Dartmouth College/Geisel School of Med Site ID 1398 |
Related ideas
It does, thank you for the clarification!
Ken
Hi Ken,
The problem is when we do uploads in our current system in Kintera. We were able to create a custom upload field (let's call it donation type) with several options that are tied to that field (tickets, raffle tickets, calendars, sponsors, donations, etc.). This allowed us to identify what each donation was when it came in and when we uploaded it. And if we need to go back into the system to review a transaction we were able to sort and filter via this category. These are strictly for offline donations that are given to us by participants or that are mailed to us on behalf of or by a participant.
In Luminate, we don't have that field option where we can type in the categories for that donation. We are currently using the batch ID field as a workaround but it has created a longer upload process. Plus, we have to use a dating system because no upload can have the same batch ID name. Having something where we can just type in the donation type on the spreadsheet (with the corresponding fields/data in the back end).
Hope this makes sense.
Tom
Hi, I am unclear on what the feature request here is. Can you explain the process you are currently implementing, to achieve what goal, and where the major pain point is?
Thanks,
Ken