Add "Appeal" to Giving tile in constituent web view

When looking at a constituent's record and seeing their giving at a glance on the Giving tile, it would be very helpful to see the Appeal in addition to the Date, Amount, Type and Fund so fundraisers can easily see what someone has given to (i.e. Gala, End of Year Appeal, etc).

  • Guest
  • Oct 16 2017
  • Reviewed: Voting Open
Constituents / Gifts
  • Attach files
  • Kevyn Barnes commented
    06 Feb 22:21

    I'd prefer appeal over fund if it was either/or -- I've been able to rename a few funds to hint at what the fundraisers need (event fees, for example) but for the most part our fund codes are more for the Finance team, and they would be working with Gift Lists or report exports, not constituent profiles. Our APPEAL names hint at the campaign/fund, if pertinent, and give the fundraisers the information they REALLY need at a glance. For data maintenance, I'm happy to click one more time to view the fund info I need, but the fundraisers aren't getting a good at-a-glance recent history of what moved a donor to contribute. Of CFAP options, I'd love if we were given the option to customize which showed on the gift history tile

    Attachments Open full size

Related ideas