Hello DONATION advisors. I have a new potential user asking for a feature that he was used to from Membership Plus (from which he is switching) and I’d like to know what you think about it.
The feature would be an addition to the One Date Batch Entry window, of a button called something like “Copy Prev”. The idea is that many donors in a church give the same amount (or even the same amounts, split between the same categories) each week, so you want to make it easy to just replicate their previous donation line(s) in that window.
It’s not yet entirely clear to me what this would look like, but one possibility is that if you clicked that button, the program would look up the most recent dated donation(s) from the donor whose line you were on, and pop up a message box such as:
The last donation for Dan Cooperstock, on 03/09/2015, was:
$100 for General
$50 for Library
Do you want to enter a repeat of that donation?
Yes / No
It’s also possible that we could make that “last donation” information available in a popup tooltip when you hover the mouse above the donor’s name or envelope #. (Currently there is a tooltip on the name field, which show’s the donors address, phone # and email address, if they are present in the system.)
Is this an appealing feature to any of you, or is it just added clutter and complexity that you don’t see yourselves using? If I don’t get a significant number of positive responses, we’re very unlikely to add this. (Not that I’m pushing for it to be added – just soliciting opinions!)