Make it simpler to enter a donation!!! It takes too many clicks - Journal-Add-Gift/Pledge before the donation entry interface

Too many clicks, system way too clunky. A real time-waster when a lot of donations arrive in the mail.

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  • Jun 15 2021
Data Entry
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  • Mike Rusche commented
    June 18, 2021 18:01

    Thanks for the the suggestion. Have you used the "Quick Gift Entry" option under "Giving"? That workflow inserts you directly into the gift entry flow and then allows you to search for the account. Does that workflow not work for you? If not, I would be interested in hearing what your workflow is when you get gifts in the mail to see if we could come up with an improvement for you. Thanks!

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