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Other Crypto Coins - just an email to support option
A text field that says "Want to gift another type of coin? Enter the name of the coin here and we will be in touch" or something like this to accommodate other coin options instead of adding to widget
3
·
under review
3
Add User to Activity Log
Track which user did which activity for each account
1
·
planned
2
Admins Update Donation Designations
admin Users should be able to update donation designations - especially if we upload 40+ for some orgs
1
·
planned
1
Donations - Monthly
Show in the donations tab a tag on the donation that indicates if its a monthly donation
1
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planned
1
Export file search
Be able to narrow parameters to "this"; this year, this month, this week. In March, I don't usually need access to "last" anything, but "this" would allow less historic info to be sorted out before download.
0
1
Crypto Reporting
Customer requested transaction history from Gemini so making this note to add crypto reporting at some point
0
1
New account - board resolution not complete
I think we talked through this before but I can't find that canny.. the form is not filled out even if they have a secondary signer already
0
1
Add memo field to donation export info
Include memo field in donation export
0
2
Home Page
When I impersonate an account that has just donation services, the home page is campaigns - It just feels like a weird experience to see that when I first log in... it feels like I need to edit or do something.. In this example, the customer doesn't have any donations yet either so that wouldn't be a great landing place either..
1
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planned
1
Onboarding - Stock Setup
The setup link doesn't update right away after they've submitted the application. This is working for crypto
1
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planned
1
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