Show gift tribute information in giving history tile/work with gifts
Tribute information is one of the fields I need visible when I quickly glance at a constituent's giving history. Not being able to do this in Webview is frustrating - I need to click each gift to see if it's in honor or memory of anyone!
I want to see all the gifts made in Memory or in honor of someone under the Tributes tile. Or show them under the Gift History with a "Tribute" Type so I can easily see that people are making gifts in Honor of or in memory of the constituent without using soft credits or solicitor as they don't always apply!
I am finding it challenging that this information is no longer visible at a glance. When a donor calls, it would be helpful to easily see who a gift was made in tribute to without additional clicks. This was a feature we relied on for years, so it is shocking that it is no longer available.
This would be useful not only for dba's but also for frontline gift officers. They tend to look at what's on the screen and stop there, they do not click on links to dig deeper into a record. They need to have all the important information up front (at least as an optional column). At my organization we've already had situations of GOs providing incomplete/faulty information to donors because they did not click through several layers of links.
I want to see all the gifts made in Memory or in honor of someone under the Tributes tile. Or show them under the Gift History with a "Tribute" Type so I can easily see that people are making gifts in Honor of or in memory of the constituent without using soft credits or solicitor as they don't always apply!
I am finding it challenging that this information is no longer visible at a glance. When a donor calls, it would be helpful to easily see who a gift was made in tribute to without additional clicks. This was a feature we relied on for years, so it is shocking that it is no longer available.
YES! This is needed ASAP!
I second what Tatyana said. If it’s not on the top layer it won’t be seen. Most don’t go to the next layer to find info.
This would bee so helpful to see it without having to click into a gift
This would be useful not only for dba's but also for frontline gift officers. They tend to look at what's on the screen and stop there, they do not click on links to dig deeper into a record. They need to have all the important information up front (at least as an optional column). At my organization we've already had situations of GOs providing incomplete/faulty information to donors because they did not click through several layers of links.