As part of our commitment to continually improving Fund Filer, we are delighted to announce several major enhancements to the donors area.
Included in this update:
- A new ‘summary view’ for each donor, showing important information at a glance, including donation history.
- New facilities to:
- edit donations while viewing a donor record
- generate statements direct from a donor record.
- Clearer and more helpful handling of retrospective and GASDS claiming opportunities.
- Update to the ‘Donors List’ allowing a donor to be deleted where no donations are recorded for that person.
- New ‘side panels’ to assist with navigation, performing specific commands and exporting.