Hello DONATION advisors. This post is only relevant to those of you who use the One Date Donation Entry (Batch Entry) window.
I am just putting the finishing touches on a new feature, for those of you who have collections where many or most people have given to two or more consistent categories, for instance both the General and Building funds.
Currently there are two ways you could handle that. The first is for each donor as you go, use the Split Donor button, set the category on that split row to the desired additional category, and enter the amount. The second is to use Batch Entry twice, with the “Include existing donations for the specified date” checkbox unchecked, once for each of the two categories (and specifying that category in the “With default category” field).
The new solution is an added button on that window, that I have tentatively named “Split All”. Clicking that button brings up a window with a drop-down list of categories. Selecting one and clicking OK will add a row to the Batch Entry window for each donor, with that selected category, making it much easier to then enter both categories of donation for each donor that did donate to both categories. (It could be used additional times if there were three or more categories, of course.)
My first question about this is, does anyone have a better suggestion for the button text than “Split All”? I thought of “Add Category” but that could be misinterpreted to mean adding a brand new category to the category drop-down list!
My second question is about the existing Split Donor button. In the course of programming the new stuff, I realized that Split Donor always creates a new row with the same default category that all of the initial rows for donors were created with. Since that will be a 2nd row for that donor with the same category, I imagine its category is wrong, and has to be changed, almost 100% of time, and forgetting to do so may be a common error. (I’m surprised nobody has brought this up, to my memory!)
Is there a better option for the category for the row added by Split Donor? One that occurs to me is to have the category field for the new row start out blank. If you then enter an amount in that row, but don’t set a category, when you go to Save the program would force you to fill in the category before you could save.
Any thoughts? Thank you.