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.
20
votes
Terri Adkins
shared this idea
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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