Recent gifts in RE Mobile needs choice for parameters
Gifts on the mobile app is not helpful/useful as it is...There needs to be an option to add parameters on it; using a query under Lists is much more helpful.
Well, we need to see ALL of our gifts (soft credits are being excluded),and in the order that we have set them up in the Queries created in the Mobile Folder - right now it is random and is showing only Pledges and Cash but it is also showing Wrtie-Offs (NO!) and is not in Desc date order - so our Presisent cannot thank a donor for their latest gift. This throws off the LTG as well.
@Melissa, I am trying to review ideas as they come in, and then go back and groom others every week to note they've been seen, make sure they aren't duplicates, cover with the team, followup with any questions, etc.
What types of parameters are you looking for in the recent gifts? What would you do with this information?
Why is something like this being reviewed? I know the mobile app is new and fancy but we need discovery to focus on OLD problems.
Well, we need to see ALL of our gifts (soft credits are being excluded),and in the order that we have set them up in the Queries created in the Mobile Folder - right now it is random and is showing only Pledges and Cash but it is also showing Wrtie-Offs (NO!) and is not in Desc date order - so our Presisent cannot thank a donor for their latest gift. This throws off the LTG as well.
@Melissa, I am trying to review ideas as they come in, and then go back and groom others every week to note they've been seen, make sure they aren't duplicates, cover with the team, followup with any questions, etc.