8 votes

All of our volunteers have found it confusing having to set up campaigns alongside setting up a batched transaction. The process is long winded and has so much to fill in it can get confusing. Especially when the same fields need to be filled out differently for campaigns than for batched transactions. We were advised by Donorfy to set up a Campaign for each week we process to help with the way we document our donations as an organisation and for reporting. But this has been causing problems due to how confusing the process is and it is often done wrong. The comments from our team have been that the the process needs to be made more simple. Perhaps there needs to be a discussion of whether this can be resolved by modifying the creating of a campaign or creating a way for us to group our batches of donations weekly without having to do so through a campaign. I'm happy to give more feedback/input on this.

Suggested by: Rebekah Upvoted: 02 Sep Comments: 0

Under consideration

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