15
Create a cumulative giving report from constituent profile.
- In Review
- Subscribe
|
K |
Kari Henningsgaard |
When a donor asks for a report of their annual giving, I would like to be able to generate the report directly from their profile. The only way I have found to do it is to go to the constituent grid, search for the person, and run a mail merge, but it would be helpful if I could do it from their profile so I don't have to figure out how to run a search in the grid that only shows the profile I want to create the report for.
Activity Newest / Oldest
Product Management Team
Status changed to: In Review
Amanda Wade
Yes! We are often asked for receipts/giving statements for singular Event registrations or purchased, and it would be so much more efficient to be able to create that within the CRM, rather than through a mail merge!
Ronda Taylor
this is a great idea but in the meantime, set up a view that searches by Constituent ID number and you can get the ID number when you are on their profile and then go to the CRM grid and use that view and enter the ID. It's still extra steps so I like your idea better but until it's implemented.