Altru Ideas

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Add designation filter to constituent (and group) revenue history

Sarah, our organization needs the revenue filter to be applicable in the Altru viewing screen not just reports. For example, we had a fundraising campaign and created an Altru committee so that we could track all associated interactions and transactions. At this time, when we go to review Revenue for the committee record, it shows all member contributions and pledges, rather than those designated for the campaign. In addition to generating reports, Altru should have a means for users to see basic information (i.e. committee designated revenue) in the main platform. I look forward to hearing your thoughts and when users might see a reconciliation of this issue.



Thanks!


Note: This topic was created from a reply on the Add Giving Detail Filter on Designations to Reports topic.
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  • Jan 4 2016
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