Altru Ideas

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View all gifts given by a constituent

It would be nice to be able to see a list of all the gifts and gift memberships given by a constituent. Right now, you can see who gave a membership to someone in the recipient's constituent record. However, you have to drill down into the transaction detail in order to see to whom a constituent gave a gift.



Our workaround right now is to create a note for the constituent with the list of gift memberships they've given.
  • Guest
  • Jan 4 2016
Constituent Records / Reports
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  • T. Rash commented
    August 11, 2017 14:28

    We also have this problem. I had a lady call and want to know which families she gave memberships to last year (there were six of them.) As she varies the memberships she purchases among 20-25 different families, there was not an easy way to look at her account and tell her the answer. It would be logical to have a tab under the memberships header that had that information. Or another logical place would be if you could click on the detail tab of the revenue history. It would put them all in a logical place without having to go into each individual gift.

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