Surface alerts in gift batches
If a constituent is matched to an existing record in a gift batch allow for constituent alerts to be indicated or surfaced while gifts are being processed. Would be useful for high profile constituents and other constituents who need special handling.
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Preston Lundgreen
- Nov 7 2023
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | University of Arizona Foundation |
Related ideas
Yes. This would be incredibly helpful. If the alert can show the actual detailed information that would save the processor time during batch entry.
Including receipt preference notes/alerts, would also be very helpful to reduce/eliminate potential receipting mistakes, because the gift processor would be able to enter the gift with donor requested speciation's.