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mah4t

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  1. 32 votes

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    mah4t supported this idea  · 
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    mah4t commented  · 

    I would like to be able to search donations like you can membership information. This also means I need to be able to add more internal fields to donations. ie: Corporate Matching Gift, Event Donation, Corporate Sponsor, General Use, Specific Fund, etc..

    I'd like to then be able to pull these up by topic, like say, look at what one particular fundraising event produced. I did this for an event by adding a field where the donor chose "Pan-Ipswich Challenge" as a donation field and that worked (as opposed to our standard options of General Use or Schooling Field Fund). However, I deleted that option when the event was over and now that info is gone (for now it just shows as blank so I know what it is, but I'll have to add the option back and manually re-link these, and then I can't ever delete it again, even when I don't want to offer it as an option). Also would like to be able to pull out certain categories, ie take out Corporate Sponsors because we track those differently in Quickbooks.

    Also, sorting by date. Very tired of exporting to Excel and deleting everything from 2011 and earlier just to look at 2012.

  2. 377 votes

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    mah4t supported this idea  · 
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    mah4t commented  · 

    Did this ever happen? I don't think this function exists in my updated version. In order to do this for an event we had this summer I had to create separate registrations - Ticket, Ticket with Individual Membership, Ticket with Family Membership. Would have been much easier if they could check off a membership box. Also, had to manually go through the list and make them members in a separate process.