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Memorial or Honorarium Gifts - Limited Functionality

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  • Memorial or Honorarium Gifts - Limited Functionality

    Are there plans to improve the functionality of the Memorial or Honorarium Gifts? Presently, there is not an option to: 1) capture the name of the honoree or the person being memorialized; 2) capture the mailing address for acknowledgement purposes. I understand an email is sent to the person identified in the gift recipient section, but the email the gift recipient receives is very vague and unless the donor leaves a very detailed personal message (including the donor's name) the gift recipient may not know who the donations came from - as was the case with a recent donation made in honor of someone.

  • #2
    Good day @HoneyBadger,

    We have historically had a hard time designing a comprehensive add-on that can work for all cases. We have played with many variations and none has worked for everyone. The problem is everyone treats this feature differently.

    As part of "Connect" platform (https://Connect.ClickandPledge.com) we will be introducing flexible forms and believe that will be a solution that may satisfy most needs.
    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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