add ablilty to create a contact when adding a gift | Voters

add ablilty to create a contact when adding a gift

complete

Brenda Anderson

When adding a gift to DonorDock using the quick add button, if a contact is not yet in DonorDock, you can create that contact when creating the gift.

March 2, 2020

Andrew Lutgen

marked this post as

complete

Exciting news! This feature has now been added to DonorDock! Thank you for your continued feedback.

To view the release notes, visit https://helpcenter.donordock.com/kb/guide/en/release-notes-12-16-2025-jKLlaMe2xS/Steps/4934565

Maddy Shaull

add ablilty to create a contact when adding a gift

Andrew Lutgen

marked this post as

under review

Lolo Levy

You can add basic new information, but it would be nice to be able to add other contact information like second email, birthdate, employer, etc.

Matt Collings

This is an essential feature in my opinion

Carolyn Koesterman

"Ability to add a new contact while adding a new gift" (suggested by Stephen A on 2022-06-22), including upvotes (1) and comments (0), was merged into this suggestion.

Stephen Appel

Rather than having to create the contact and then begin the process to add the gift

Debbie Schneider

This would definitely be a great feature and save an added step of having to add a contact from a new screen and then go and enter the gift

DonorDock

"Click to Add Contact" (suggested by Steven Morris on 2021-03-17), including upvotes (1) and comments (0), was merged into this suggestion.

Stephanie Henderson

I second this! When entering a gift or trying to change a contact and they haven't been added, it would be great if there was an add button in the drop down menu instead of needing to back out and create the contact and then re-enter all the gift information again.

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