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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Currently, there is not a way within the offline gift entry process to create an organization record. If you cannot find an existing record, the admin needs to go to a separate tab in LO (Constituents360>Organizations). Then on that page create an organization. Then, the user has to go back into the offline gift entry process and complete the offline gift process for the donor. This requires multiple clicks and it seems like there could be a simpler way to achieve this process.
What is interesting is that there is an option to create a new Donor in the offline gift entry process. Since this functionality is possible for Donors, can it be applied to the Organization records?
Please see mock-up I created in the image attached to this idea.
It would save so much time and clicks if admins could create both Donor AND Organization during in the entering an offline gift process.
P.S. there is also a typo on this page, "For" is capitalized under "Search For Existing Donor". "For" is not capitalized under "Search for Existing Organization".
|Area of the Product||TeamRaiser|
|Org/Company Name||Joni and Friends|