Method Community

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

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.

Thanks again - really appreciatey your help, Katie