Allow users to pin date order for transactions in constituent records

Currently transactions automatically sort oldest to newest. Generally we are looking at the most recent transactions, not the ones from five years ago, so you have to find the constituent, go to Transactions, click on Last to sort, scroll to the bottom, find what you need, go to the next constituent, click on Last again to sort, etc. It would be a timesaver to either organize this in reverse date order or (better) give users the option to pin this in whatever way is best for them. Blackbaud Support advises this does not currently exist.

  • Nanette Riemer
  • Apr 3 2023
Area of the Product Donations
Org/Company Name South Florida PBS
  • Attach files