Work With Gifts - Add more column choices that are available in database view.

When in 'Work with gifts' there are many columns that have not been included that are deemed important to us, the customer, that are available in database view. Here is a list of some of those columns to include:

  • Acknowledge date

  • Added by

  • Anonymous

  • Check number

  • Credit Card number

  • Credit Type

  • Date changed

  • Date 1st Pay

  • Expires on

  • Gift code

  • Gift ID

  • Gift status

  • GL post date (post date)

  • Honor/Memorial Name (Tribute name)

  • Import ID

  • Issuer

  • Issuer median price

  • Issuer number of units

  • Issuer symbol

  • Last changed by

  • Letter code

  • Nex transaction date

  • Number of Installments

  • Receipt Amount

  • Receipt Date

  • Receipt Number

Please don't let gifts become a wimpy area of web view. 😟🥺😭

Adding the above columns to the 'Work with gifts' section would help make this area of web view the strong powerhouse like it is in data base view. 😍😍😍

  • Emily Marshall
  • Jul 11 2025
  • Reviewed: Voting Open
Gifts
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  • Tracy Hernandez commented
    September 22, 2025 22:25

    I love in DB view that I can change which fields to see on the gifts tab, along with resizing the whole thing, and color-coding/bold, italics, etc. I need to be able to quickly eyeball a record and not click, wait, click, wait, click, wait ........

    I recognize that not all of that will be possible. I get it, I do. But we need WAY more options than we currently have.

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  • Dana Smith commented
    September 04, 2025 16:51

    Definitely need the honor/tribute to make sure we can see them in one place!

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  • Janet Pellerin commented
    September 04, 2025 13:59

    Couldn't agree more! Would also like to see receipt stack as an available field.

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  • Catherine Burns commented
    August 26, 2025 02:12

    Gift Status is vital when you have a regular giving programe. Every time a donor updates their RG with our telefundrasiers or online we need to cancel their old schedule and start a new one because there is no way to add a new token to an existing gift. So donors end up with multiple Recurrring Gifts. If they call to cancel/make changes we need to be able to find it fast. In database view we sort by gift status because the payments don't have a status but we can't do that in web view.

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  • Guest commented
    August 06, 2025 19:04

    30% of the phonecalls we receive daily are about recurring gifts. Being able to immediately view the recurring gift template status is vital. We shouldn't have to click on Work with Gifts - ideally Recurring Gift Templates and Pledge templates should have their own panel


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  • Guest commented
    August 06, 2025 02:52

    Thank you, be great when these become available in Unified view.

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  • +16

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