Ideas

Financial Quick Entry

Note You are not authorized to edit this feature.

4

Login To Vote

Financial Quick Entry

Finance

On behalf of several churches...

Internal staff will often enter a new one-time, scheduled gift, or pledge on behalf of an individual from their person record contributions page. Enabling each of these entry points to return the staff member back to the person record at the end of completion of each of these would be a huge time saver. Most Admins assume that these options on the Contribution tab act like a "Quick entry" taking you back where you started from, but at this time they do not. Today when using any of these tools you end up on the transaction confirmation or Pledges list pages and have to search for the person profile again to get back from where you started.

quickEntryIdea01_2022-03-09.png

quickEntryIdea02_2022-03-09.png

There is a person guid and sometimes a rckipid being passed to each of these tools from the contributions page so one would assume that the person is captured and the block could know which profile to redirect back to at the end of each process.

It could be that each of these blocks could have a setting to redirect or have the traditional behavior.

Photo of Ben MurphySubmitted by Ben Murphy, Simple  ·   ·  Finance
Remove Votes
Login to add a comment...

Submission Success Tips

Cultivate your ideas for maximum impact with these helpful submission tips that will increase the chances of your brilliant concepts becoming reality.

  • Clear Title: Craft a straightforward and descriptive title that instantly conveys the essence of your idea.
  • Concise Description: Provide an idea description that is succinct, ensuring it effectively communicates the concept without unnecessary verbosity.
  • Provide Additional Details: With a concise description complete, now provide any other details that are needed to better understand the requirements.
  • Thorough Ministry Need Review: Provide a comprehensive overview of the ministry need your idea addresses, emphasizing its significance.
  • Cover the WHY: Clearly articulate the rationale behind your idea, explaining why it's essential and how it aligns with the organization's goals and mission. Oftentimes a clear "why" sheds light into other possible options.