When adding a gift in NXT, provide ability to add tributes to gifts
The ability to add tributes (memorials or honorariums) is essential to many organizations, especially during the giving season. As a hospice org, 75% of gifts are tributes.
We do not have plans to add the tribute functionality to the main add gift form. We are keeping that form to be as slim and reusable as possible by not adding all functions as tabs on to it. When adding a single gift, the form would capture the core gift details and then on save you land on the gift page where any additional items can be added (tributes, opportunities, etc.). This actually lines up with "the number of clicks" it would be in database view.
For batch entry, we will have all functions available there during the gift entry process since you are not landing on the gift page after approval and you are doing mass entry in that area.
Thank you- i see that i can add a tribute in web view AFTER the gift exists, but i do not seem to be able to add it while entering the gift, unlike in db view. Am i crazy? Snip attached.
We do not have plans to add the tribute functionality to the main add gift form. We are keeping that form to be as slim and reusable as possible by not adding all functions as tabs on to it. When adding a single gift, the form would capture the core gift details and then on save you land on the gift page where any additional items can be added (tributes, opportunities, etc.). This actually lines up with "the number of clicks" it would be in database view.
For batch entry, we will have all functions available there during the gift entry process since you are not landing on the gift page after approval and you are doing mass entry in that area.
Thank you- i see that i can add a tribute in web view AFTER the gift exists, but i do not seem to be able to add it while entering the gift, unlike in db view. Am i crazy? Snip attached.
bless you!
This is releasing in a first wave today (10.29.2024) and it will be out to everyone on 11.5.2024