Make visible which donation form a donation came from
Within the gift management section, we should be able to easily see which form the donation was made on. Since Donation Forms the furthest you can drill down is Appeal, not package, we have several donation forms that are flowing into the same Appeal, and the only way to tell which donation form that donation came from is to open the Donation Forms page and look at the list of donations.
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Guest
- Mar 27 2024
- Shipped
Related ideas
This is now available! Read more here: https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/en-au/content/bb-new-features.html?envid=t-Z-FEhKwLvkGVGjTCcbBMEA&entitlementTypes=don,reg,amdp,pin,rcpt,pdft,atren,r7-ct,ogsre,opzfm,$pco,rmema,reaia,ocr,pcomm,qrywr,pcwfd,qryur,retrb,rxlpa,ogops
We've just pulled this work into our Q4 plan and you should be seeing a release in November. Keep an eye on the What's New and I'll update the status of this Idea when we ship!
This has been invaluable in the past for all sorts of reasons - to analyze which pages/forms are doing better, to build queries on for mailings after gifts have been given, and to be able to assign packages, among others.
I just experienced another reason I need to be able to see, on the gift record, which page the gift came through.
I was omitted on the Notification section of several new Event registration pages. Since I had no email stating where the gift was generated, and the Event pages don't allow us to assign automatically assign an appeal, I had to do some sleuthing to figure out what generated the gift.
I opened every donation page and searched every event participant list for all of the gifts that came through during the time period I was not receiving notifications. A giant waste of time that ought to be accomplished by including either the ability to assign Appeals on Event registration pages and/or including the registration page as a Custom field the same way OLX does.