Add the option to filter the "Giving Icon"

It would be helpful if I could only show certain gifts when I select the giving icon.

  • Kelly Coffey
  • Sep 25 2012
  • Reviewed: Voting Open
  • Attach files
  • Guest commented
    March 17, 2016 23:57

    That is the very first thing I noticed, too. We have 25 different funds for our different YMCA branches. I think our users, would like to see only their center's funds recent gifts. I planned to work around it with the lists, but filtering gifts would be great!

  • Guest commented
    March 17, 2016 23:57

    I'd like to see all the gift types that appear on the regular RE. With the ability to filter after that. Right now soft credit gifts don't appear there and it would be great if they did, but having the ability to filter these would an additional bonus.

  • Guest commented
    March 17, 2016 23:57

    I'd like to be able to filter out recurring gift payments. We process more than 1300 recurring gifts each month and it renders this part of mobile useless to the major gift officers when they have to scroll through that many gifts to find new cash, stock or pledges.

  • Guest commented
    March 17, 2016 23:57

    I would love to have the option NOT to view soft credits.

  • Guest commented
    March 17, 2016 23:57

    Filter by campaign, fund, gift type, and gift date.

  • Guest commented
    March 17, 2016 23:57

    It would be awesome to be able to attach a gift query to it, so we could tailor it match one of our various methods of counting and it would match other numbers that we use/publish. There are too many filters and conditions to mention...