Add tribute/memorial when entering gift/batch into RENXT

Would like the option to add tribute info to the gift / batch entry, like the fundraiser credit.

  • Guest
  • Dec 28 2020
  • Planned
  • Attach files
  • Nicola Mainwaring commented
    09 Dec 10:36

    Does anyone know when this will be available. 50% of our gifts are tribute related and it takes time to go in each one after approval to amend.

  • Guest commented
    20 Nov 20:45

    Yes, please!

  • Guest commented
    20 Nov 17:10

    Hello,

    Could you please put tribute field in the donation approving window, as we have anonymous field to show up. I would like to see tribute field before approving online gift. Right now I have to approve the donation, then go to every single constituent profile, click on approved gift and then see the tribute field - It takes a lot of time. I would like to add tribute information to my comments of that particular gift before approving it. We also use the tribute information in our manually written Thank you letter which we do after approving every single gift. It slows down the whole process- and very tiring for giving day or busy day.

    Thank you,

    Rashmi

  • Admin
    Anthony Gallo commented
    22 Sep 16:01

    The new grid view batch will ship with Tributes (in its own column and not buried) being view only from online giving forms but plan to have it fully addable and editable shortly after. We do not have plans to add tributes or any other linking data directly on the single add gift form in an effort to slim that experience down and allow for core gift data to be entered there. After you save a single gift you do land on the gift page to make any links or connections from there which is the same amount of clicks and navigation that would be done on the database view side.

    So this idea is part planned and part no plans to implement

  • Guest commented
    22 Sep 15:56

    I agree! I have chatted with support about this in the past.

  • Donna Wheeler commented
    17 Sep 16:53

    Agreed, we receive a lot of honors and memorials and having to attach the tribute after a batch is committed creates double work

  • Guest commented
    29 Jan 19:18

    I agree. seem like we are going backwards and having to enter after the gift is entered in the donor's record!

  • Jennifer Jones commented
    July 11, 2023 14:48

    Agreed!

  • Catherine Sumner commented
    March 23, 2023 21:46

    I agree - this needs to be done in a field on the batch not buried like it currently is. We need to see the name on the row like we do for fundraiser as you said!