Add Gift Date Added as a filter option for Gift Lists
It would be really helpful to be able to have a standard gift list by date added, not just gift date. I currently have to go back into database view to get this.
I need my Power Automate flow to work off of a gift list that uses Date Added (yesterday) to notify our fundraisers each morning of their donors that gave yesterday. I can't use Gift Date because we might process multiple gift dates on the same day. If it can be added as a column why can't we filter on it?
For sure, agree with other comments. Even using Power Automate, this is a thing. You can use a gift List OR date added, not both. Please add this so we can go back to having a smooth gift acknowledgement process
The "added date" for a gift is also not a filter option for Insight Designer. This is important when gifting does not happen immediately like year end when donations arrived many days after the date we use for a gift date to backdate them into the previous year.
This is absolutely hampering our ability to use Gift Lists to send notifications to staff. We get BBMS distributions four times a month. We enter ACH wires just monthly. Sending by Gift Date range means we'd either duplicate or omit. Thank you for considering!
I need my Power Automate flow to work off of a gift list that uses Date Added (yesterday) to notify our fundraisers each morning of their donors that gave yesterday. I can't use Gift Date because we might process multiple gift dates on the same day. If it can be added as a column why can't we filter on it?
Agree with the comments below!
agree with all comments below
For sure, agree with other comments. Even using Power Automate, this is a thing. You can use a gift List OR date added, not both. Please add this so we can go back to having a smooth gift acknowledgement process
The "added date" for a gift is also not a filter option for Insight Designer. This is important when gifting does not happen immediately like year end when donations arrived many days after the date we use for a gift date to backdate them into the previous year.
This is absolutely hampering our ability to use Gift Lists to send notifications to staff. We get BBMS distributions four times a month. We enter ACH wires just monthly. Sending by Gift Date range means we'd either duplicate or omit. Thank you for considering!