Method:Donor

Re: Functionality request

TheLeaves — Wed, 20 Apr 2016 17:28:00 GMT

Hi Ben!

Thank you for your response and your consideration of these items. As far as the tags on Advanced Search - that helps. Although it was not obvious that those check boxes were there because the window is constrained to a height that cuts them off. Now that I know to scroll I can see them. The scrollbar was not showing in Chrome but in Firefox it at least flashes once to hint that there is more information below. Not sure if you could autoscroll to the bottom of the extra content when someone opens the section so they can see the extra info?

Thanks for logging the sort issues as a bug. I will look at using imgur...sorry, not used to posting pictures to a forum.

Thanks again - really appreciatey your help, Katie

Re: Functionality request

Method_Ben — Mon, 18 Apr 2016 18:58:33 GMT

Hi Katie,

Great to hear you are enjoying Method! As for your feature requests here, these are definitely some useful suggestions. Im going to log these requests with the team, and Ill be sure to bring up at our next meeting!

For your last point - 'when I used the advanced search on the donations page, if I choose tags, none of the tags I've set up show in the drop-down list. ALthough I've realized I can just type my tag into the regular search, it seems like this should work too.'

The dropdown in your screenshot is not meant to contain the list of Tags, the 'Any' or 'All' options are filters for the checkboxes which should be directly beneath them -

If the tags are not showing up for you as checkboxes, this is a bug rather than a feature request, so let me know and I can open a support case for you!

Thanks Katie.

-Ben

P.S. you can certainly upload photos to our forum platform! The problem with dropbox is that the link you insert is not just an image link, its a webpage with the image embedded. If you wanted to upload just an image so that it will show up, I would suggest using a free upload platform like Imgur (this is what I use). Typically if the link ends with an image file extension like .jpeg or .png then the image will show up when you post.

Functionality request

TheLeaves — Fri, 15 Apr 2016 22:23:05 GMT

Hi, I am really enjoying using the software. Here are some items I've noticed would be useful to have in Method:Donor:

- When viewing the main list of Donations, the navigation at the bottom is only one page at a time. Could you please add a button to skip to the first and last page?

- In this same donations list, when you sort (by date, for example) and then you click on a donation and go back, your sorting is not saved. You have to sort again. Also, once you've sorted, there is no indicator which column is being used to sort/up/down, etc.

- When you check the "Sent Letter/Receipt/Email box could there be a date field? to note when it was sent?

- For donations made in honor/in memory, could there be a field to put the name and then have that available to use as a merge field?

- when I used the advanced search on the donations page, if I choose tags, none of the tags I've set up show in the drop-down list. ALthough I've realized I can just type my tag into the regular search, it seems like this should work too.

p.s. I've tried to add screenshots here to help explain what I'm referring to. Doesn't look like they are working. Are attachments allowed here?

Thank you, Katie