Giving Summary for individuals in webview
In DBV the summaries icon at the top of each constituent record allows us to quickly let a donor know how much they have given during a calendar or fiscal year or to a specific fund for recognition purposes. In web view, we have to export their giving and manually total it. Not practical for when a donor is on the phone asking a very basic and common question.
-
Emily Leary
- Nov 19 2025
Related ideas
The flexibility of filtering and reporting via the "Summaries" function on fund, appeal, campaign, and constituent records is sorely missed by those utilizing web view. Developers, please evaluate this functionality in database view when you consider adding it to web view. I would add a screen shot as an attachment here, but it is too robust for a screen shot to capture.