Ideas

Open Person Record from Giving Analytics without Leaving Page

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Open Person Record from Giving Analytics without Leaving Page

Finance

After running Giving Analytics and you want to review a specific person's record, add a link or some other ability to click on while holding the Shift or Control button to open it in a new browser tab. Currently, just clicking on a person takes you straight to that person's record. But in going back to the Giving Analytics to review the list again, you lose the previous settings (i.e. checking non-taxable fund) and have to set the filtering all over again.

Photo of Sherry CremerSubmitted by Sherry Cremer, Eastview Christian Church  ·   ·  Finance
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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.