Make Giving History Tile more like Database view

Show more than 5 gifts at a time. Allow for customization of fields shown (add gift reference, campaign, appeal, gift type, pledge balance columns, etc). Allow for color coding. The current view is so limiting and adds so much extra time, clicking, and opening of simultaneous pages to find the information we need.

  • Celia Cataldo
  • Jan 9 2026
Gifts
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  • Tatyana Leifman commented
    21 Feb 14:33

    At the very least, the link "work with gifts" should be renamed to something like "View full Giving history" or "View All Gifts" or "Access all gifts." The current name is counterintuitive and extremely confusing and misleading to fundraisers. They, logically, think that "work with gifts" means adding/editing gifts, not also simply viewing gifts. And so do not click on it but rely on what the tile shows, which is currently not customizable. So, reference/comment is invisible in the tile as are matching gifts.

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  • Sharlene Kipfer commented
    20 Feb 18:23

    THIS. IS. ESSENTIAL. for Gift Entry staff, or frankly anyone who wants to grasp a donor's giving patterns over time.

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  • Jo Dunnill commented
    18 Feb 10:07

    Agree with all the above. The pledge balance particularly for me; 'Committed' just shows a total of all outstanding pledge payments, but where a donor has more than one open pledge it would be helpful to see a balance for each one. A total only isn't helpful.

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