Please! I live by my color legends. It helps me identify things much more quickly without having to filter on key words. It's most critical for me in looking at relationships and being able to tell who is a constituent without having to click through.
Having legend colors available when I am looking at gift history is really invaluable for looking at a long or complicated history and quickly seeing what I need. Being able to quickly identify pledges, pay cash, and visually have them pop out makes answering real-time questions for colleagues standing beside me, or messaging me for quick answers, a snap. It's one of the first things I noted and felt the absence of when reviewing gift history in Webview. It takes me much longer to look through history without those visual callouts.
Absolutely! The color legend is a must for the gift history. I also use it in Relationships. Many users are not even aware that you can use this feature. When I show new clients they immediately configure it.
Yes! Please bring legend colors over! For our org, we rely on them more for relationships than for gifts, but all of the color-coding is helpful. The system needs to work FOR us, and that includes visualization of information within the data, not just in dashboards/insights.
Colors are especially great for a quick assessment of a constituents gifts. Also really user-friendly for those who do not live in RE, but need to make a quick assessment of a donor's activity.
Yes please! We have donors giving to multiple campaigns and appeals with different forms of giving so being able to customize and color code helps us quickly identify Pledges vs Recurring gift, Cash vs Pay-Cash... etc. This helps with efficiency and accuracy. Especially when trying to properly identify gifts.
Colors and font styles can really help users read those long giving records. We still have gift officers who primarily use RE webview, but will go into database view just to see colors on the gift tab for some donors.
Having colors to differentiate things, whether in gifts or other areas, is very helpful. They can quickly call out what we might be looking for rather than taking time to click through filters and such.
Color coding makes the giving history so much more readable. Please bring it over to web view.
Yes! Color legends and bolding, italicizing, etc.
Please- this is so helpful!
Please! I live by my color legends. It helps me identify things much more quickly without having to filter on key words. It's most critical for me in looking at relationships and being able to tell who is a constituent without having to click through.
Having legend colors available when I am looking at gift history is really invaluable for looking at a long or complicated history and quickly seeing what I need. Being able to quickly identify pledges, pay cash, and visually have them pop out makes answering real-time questions for colleagues standing beside me, or messaging me for quick answers, a snap. It's one of the first things I noted and felt the absence of when reviewing gift history in Webview. It takes me much longer to look through history without those visual callouts.
Absolutely! The color legend is a must for the gift history. I also use it in Relationships. Many users are not even aware that you can use this feature. When I show new clients they immediately configure it.
Yes! Please bring legend colors over! For our org, we rely on them more for relationships than for gifts, but all of the color-coding is helpful. The system needs to work FOR us, and that includes visualization of information within the data, not just in dashboards/insights.
yes, colors are so helpful when looking at gifts
Colors are especially great for a quick assessment of a constituents gifts. Also really user-friendly for those who do not live in RE, but need to make a quick assessment of a donor's activity.
I second what Andrea C posted - color helps to see soft credit gifts so much more quickly and easily.
Yes please! We have donors giving to multiple campaigns and appeals with different forms of giving so being able to customize and color code helps us quickly identify Pledges vs Recurring gift, Cash vs Pay-Cash... etc. This helps with efficiency and accuracy. Especially when trying to properly identify gifts.
Very helpful for easily identifying soft-credit gifts
I would love to have all the color/font legends available. It makes it so much easier in a donor record.
Colors and font styles can really help users read those long giving records. We still have gift officers who primarily use RE webview, but will go into database view just to see colors on the gift tab for some donors.
Having colors to differentiate things, whether in gifts or other areas, is very helpful. They can quickly call out what we might be looking for rather than taking time to click through filters and such.
This would be so useful!
Agree, rely and use color legends for so much clarity and efficient work.
I rely on color coding so much. It gives a nice visual on a record. I have introduced it to a few colleagues who called it a game changer.
NOt only gift legend, but all the legends that are in database view