Please! PLEASE!! Bring this function over to webview. The gift legend is extremely useful and helpful for us to quickly identify pledges, planned gifts, primary contacts and other very important information.
Please bring this function over to webview. I use this so many times throughout the day and it helps me identify quickly certain gifts as well as primary contacts in my organization.
IT is so very helpul to quickly look at all records in a list and know by color if it was stock, cash, gift in kind and most importantly that donor's actual gift or just a soft credit to them. Please try to find a way to let us color code our gift records in webview!
This is VERY crucial for records to at a glance tell what is soft credit vs. full credit, vs. pledge. And also in organization records when there are many relationship records over time like contacts, fundraisers vs former contacts and former fundraisers that have been end dated. I do not want to have "former" as a relationship type, I want to use end dates as that's what they're for! No need to clutter up databases with "former" types. Using end dates and then having those relationships italicized is important. Being able to have different colors and a "dark mode" or similar customization is very important for accessibility also.
This is helpful for gifts, and all other areas where it currently exists in database view - addresses, relationships, actions, notes, events. Some examples of how this is useful:
I appreciate the ability to color code someone if they attended an event so that I do not need to show a column with their attendance status.
It also helps highlight an important notepad in a (usually) very long list of notepads
Relationships who are constituents can be bold so I do not need to see their ID. Relationships who are deceased can be styled differently. Spouses can have a different color, etc.
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.
Please! PLEASE!! Bring this function over to webview. The gift legend is extremely useful and helpful for us to quickly identify pledges, planned gifts, primary contacts and other very important information.
Please bring this function over to webview. I use this so many times throughout the day and it helps me identify quickly certain gifts as well as primary contacts in my organization.
Please! This is so incredibly helpful for teaching new employees and to be able to quickly identify information on a full page of data.
This is helpful to differentiate between gift types such as pledges, pledge payments, and gift-in-kind gifts when reviewing a longer gift list.
IT is so very helpul to quickly look at all records in a list and know by color if it was stock, cash, gift in kind and most importantly that donor's actual gift or just a soft credit to them. Please try to find a way to let us color code our gift records in webview!
This is VERY crucial for records to at a glance tell what is soft credit vs. full credit, vs. pledge. And also in organization records when there are many relationship records over time like contacts, fundraisers vs former contacts and former fundraisers that have been end dated. I do not want to have "former" as a relationship type, I want to use end dates as that's what they're for! No need to clutter up databases with "former" types. Using end dates and then having those relationships italicized is important. Being able to have different colors and a "dark mode" or similar customization is very important for accessibility also.
This is helpful for gifts, and all other areas where it currently exists in database view - addresses, relationships, actions, notes, events. Some examples of how this is useful:
I appreciate the ability to color code someone if they attended an event so that I do not need to show a column with their attendance status.
It also helps highlight an important notepad in a (usually) very long list of notepads
Relationships who are constituents can be bold so I do not need to see their ID. Relationships who are deceased can be styled differently. Spouses can have a different color, etc.
This is so helpful when you need to have a glance at the gift record.
This helps so much in reading gift history- it allows us to tell the difference between pledges, paycash, and more.
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.