Feature Requests

[siobhanbrenton]

1. In "See All Donor Records" it would be nice if there was a search function or a way to easily index all of the names. Making it easy to sort by alphabetical order or date would also be great here. Also, as donations will be coming in earmarked for other projects and not just RC4 itself it would be great if we could sort by earmark. Example: Donor gives 1000.00 to RC4 earmarked for AMF. When we sort we can easily see all donations made earmarked for AMF.

2. On " Create a Donation Record" It would be great if after you choose a drop down option (like rc4) there was a logic step to an earmarking drop down. For RC4 this could be any of our partner charities or our own projects. For our other charity (Like Rethink Charity USA) it could just be our earmarked projects (Unrestricted, Rethink Priorities, LEAN, Ops, etc). Happy to chat more about this one.

3. Final one, it would be great if we could sort out a summary receipt for all donations made in a calendar year. This would have to be linked with some kind of donor indexing, so if I click a name of Donor Dan it shows all of his unique receipts and a total donation amount, if Donor Dan gave 1000 a month his summary receipt would read 2018 - $12,000.00. Also happy to discuss this more if needed, it may be a small ask that is actually a huge project, I tend to do that sometimes.

[david-mears]

1 and 2 implemented today on branch 'dev'

[david-mears]

re 3, I have not made a receipt creator, but I have added a display table and total display for the previous year. The yearly receipt itself could certainly be added later but falls outside the original scope and will take a little extra work.