Altru Ideas

Add reference line to daily and advance sales

When gifts are processed through Daily Sales or Advance Sales, you can't add a reference line. This is a valuable field for adding notes and information about the gift that you want to see at a glance (not just in a note on the documentation tab), but it is not available through Daily Sales or Advance Sales.

  • Cara Massey
  • Jul 6 2020
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  • Dawn DeFrank commented
    December 03, 2020 18:11

    This would be valuable for Tribute donations made this way - along with the ability to link a tribute...like you can for a back office transaction. Currently, our front of house people have to pass off tribute donations to someone who can process back of house transactions, which isn't always available.