Donation Tags
The donation module has a place for tags, but when entering a manual donation, a check for instance, you have to create the donation, save it, then go back to see the tag field. I would like to see the tag field show up on the first donation input screen. We get a great number of checks and have volunteers enter them for us. This extra step is problematic for them, and leads to errors.
Terri Adkins
shared this idea
You can now add Donation tags directly from the + New Donation screen.
Thanks for your feedback!
REACH Support
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Dave Schertzer commented
This is how our financial department needs to enter checks into REACH. It takes extra time right now to add a tag after the donation entry.
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It works when you go into the donation page, but not when you start at the supporter page and add the donation there