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Please consider adding an Amount field to the List view of 'Temporary Contacts'

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  • Please consider adding an Amount field to the List view of 'Temporary Contacts'

    Please consider adding an Amount field to the List view of 'Temporary Contacts'. At night and on weekends we would like to be able to just glance and see what is coming through without having to click through. This is particularly important when it comes to the end of the year and we are so closely monitoring last minute gifts.

    Another great addition would be having this information in the email notification that is sent out.

  • #2
    Good day!

    Sure we will add that to the requested features for the Temporary Contact.

    I am not sure what you mean by email. Are you referring to the notice that is sent out if you set notification for creating of temporary contacts?

    Of course I am sure you know that the system sends receipts to you in real time. Why is that not sufficient?
    Regards,
    Click & Pledge Support Department

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    • #3
      Awesome, thank you! Yes, I am referring to the email I receive to notify me that a temporary contact has been created. I was just wondering if it was possible that in the alert, it actually shows the temp. contacts info instead of making me login to see? i guess not. When can I expect the features to be added?

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      • #4
        good day!

        I will put the request and it will be included in the 9.0 release due out in March 2014.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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