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Add a "Contributor Details" note type, which appears in the check scanner app

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Add a "Contributor Details" note type, which appears in the check scanner app

Finance

While institutional knowledge is great, having specific knowledge about the esoteric giving preferences of some individuals only be present within the minds of a small number of finance workers presents a potential serious point of failure.  

To move from that kind of siloed information, I propose a note type, with a note block on the Person > Contributions page, where finance workers can record that Alisha Marble always wants her checks to be split 90/10 between the general fund and the building fund.  The notes would be, by default, only allowed to be viewed/edited by RSR - Rock Administration, RSR - Finance Administration, and RSR - Finance Worker role members.

Additionally, when the check scanning app recognizes the person record of someone who has a giving note, the note would be displayed within the check scanner app.

Photo of Luke TaylorSubmitted by Luke Taylor, Highlands Church  ·   ·  Finance
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