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Status Not Prioritized
Categories Transactions
Created by Guest
Created on Aug 2, 2024

Enhance the "Store as Default Values" feature

Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values.

There are a couple ways to make this workflow better:

  • Fewer steps to start entering the next donation, especially if it's from the same constituent

  • Smarter handling of the transaction date

  • More visibility that this feature exists so it's easier to find and update

  • Attach files