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Display line item instead of "Order" for online transactions on constituent summary page.

All online transactions are all identified as "Order." When a constituent is inquiring about a membership payment, a quick glance at their summary page shows a list of recent transactions. If the member payment is $100 and there is a $100 transaction, it's easy to mistakenly assume that the transaction is a membership payment, when it could also be a donation.



On several occasions, we have provided incorrect information to constituents, mistaking membership payments as donations and vice versa, causing refunds and apologies.
  • Guest
  • Jan 4 2016
Constituent Records / Sales
  • Attach files
  • +4

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