Allow us to hilight and copy a constituents donation history. I want to be able to easily copy his or her whole history and send it to him.

Allow us to hilight and copy a constituents donation history. I want to be able to easily copy his or her whole history and send it to him. Currently I can't.

  • Guest
  • Aug 12 2012
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  • Guest commented
    March 18, 2016 00:55

    Have you tried exporting Gift Grid to Excel and then copy/pasting from there?

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  • Guest commented
    March 18, 2016 00:55

    Yo should be able to set up a canned report and do this pretty quickly.

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  • Guest commented
    March 18, 2016 00:55

    I would never expect BB to make this easier. A canned report is fairly quick. You can even create a constituent profile which contains full giving history and make it accessible as a report you can run directly from the constituent record.

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  • Guest commented
    March 18, 2016 00:55

    I think this suggestion can be marked as "already function in RE". Two options right click and export grid on gift tab or Report > Constituent Giving History. Apparently "anonymous" just isn't familiar with these in RE.
    No need for this to be in Discovery :)

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