Recording donations from non-contacts
In the "Record Donation" page, donor details, allow option to create a new contact immediately using the details provided where the donor does not have a record in the organization. Current method of adding a contact first, followed by donation, is somewhat cumbersome.
I agree, we have donors who are not eligible to become members. We should just be able to enter the minimum information about the donor.
I found I needed to do the same thing. Customer service brought me to this page after being told that one had to (1) create a contact first, then (2) add them a a donor. I told them that is creating more steps, when a contact could be created immediately after manually creating the donation on the website.
We have some people, who are not members that donated every year. This would be a help to us.
Gary Pendleton commented
I agree that requiring to select from existing contacts for manual entry of donations is awkward.
Good point, thanks for pointing this problem for us. Let's see what others say about this
Oleg, Product designer @ Payments team