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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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Change gift type categories for TR Gifts

Allow custom names for gift types to match the specific business process and gift type model. Having to train staff to follow an incorrect gift type category process.  Example in changes to make sence to a business process: Corporate Check to Participant Income; In-Kind Gift to Vendor Campaign; and Registration Subsidies to Wraparound Event.  Requirements: Making offline gift, want to make sure the gift has a special category.

 

Currently the only Workaround is - make a note in a batch field if staff remember and/or looking at each donation and compare it to our Donor Relation Management/CRM tools.

 

 

 
 
 
 
 
 
 
Screen reader support enabled.
 
 
 
 
 
 
 
  • Guest
  • Apr 25 2018
  • Reviewed: Voting Open
LO - Current Gen / Pain point
Area of the Product TeamRaiser
Org/Company Name American Heart Association
  • Attach files
  • Randy Williams commented
    January 28, 2020 15:47

    I agree we need to be able to add, remove, or change the label on gift categories to match business rules and processes

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