Option to include Campaign & Appeal in Giving History on Constituent Profile

Currently, only the fund information shows in the giving history section of a constituent profile. I'd like to be able to select Campaign and Appeal to show as well. Campaign is where we track things like "Matching Challenge" and appeal code tells what avenue the gift came in from. Both of these pieces of information would be very helpful to our staff who use the profiles in their donor contact.

  • Guest
  • Jan 10 2013
  • Attach files
  • Deborah Cavalcante commented
    March 17, 2016 23:44

    It would be very helpful to have the 'campaign' and 'appeal' added in the giving history piece of this report. We use this reports as 'calling sheets' for our phonathons, since the phonathon template in RE does not fulfill our needs. Many thanks!!!

    Attachments Open full size
  • Guest commented
    March 17, 2016 23:44

    I 100% agree! Please add the option to further customize giving history on constituent profiles.

    Attachments Open full size
  • Jennifer Sorkin commented
    March 17, 2016 23:44

    A user would also like to see the option to filter on attributes for the gifts included on the Constituent Profile for Giving Summary.

    Attachments Open full size
  • Guest commented
    March 17, 2016 23:44

    Absolutely a MUST! This would make year end tax statements a breeze! So many donors give to multiple funds under one campaign - from the looks of it many organizations do the same.

    Attachments Open full size

Related ideas