add ablilty to create a contact when adding a gift
When adding a gift to DonorDock using the quick add button, if a contact is not yet in DonorDock, you can create that contact when creating the gift.
Comments: 8
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04 Mar, '20
Erika Rheault AdminBrenda, Thank you for the suggestion! Would you please clarify some details? My assumption is that you would like the system to recognize when a contact is new when searching and make a suggestion to add them as a new contact autofiling in the name you searched?
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05 Mar, '20
Stephanie HendersonI second this! When entering a gift or trying to change a contact and they haven't been added, it would be great if there was an add button in the drop down menu instead of needing to back out and create the contact and then re-enter all the gift information again.
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15 Feb, '22
DonorDock Admin"Click to Add Contact" (suggested by Steven Morris on 2021-03-17), including upvotes (1) and comments (0), was merged into this suggestion.
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13 Jun, '22
Debra SchneiderThis would definitely be a great feature and save an added step of having to add a contact from a new screen and then go and enter the gift
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22 Jun, '22
Stephen A MergedRather than having to create the contact and then begin the process to add the gift
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22 Jun, '22
Carolyn Koesterman Admin"Ability to add a new contact while adding a new gift" (suggested by Stephen A on 2022-06-22), including upvotes (1) and comments (0), was merged into this suggestion.
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18 Aug, '23
Matt CollingsThis is an essential feature in my opinion
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16 Sep, '23
Lolo levyYou can add basic new information, but it would be nice to be able to add other contact information like second email, birthdate, employer, etc.