360 view: Addition of New Screen Table (empty space in left hand margin) #256
Description
The following items were received from Lauren in an email on 6/7/2021. The following items she had highlighted.
In general, showing five (rather than three) of each example would be more informative from my perspective.
Consider adding a section under the contact info on the left column with the following info... (maybe it doesn't need to be located there -- just a suggestion)
From Lauren:
"Addition of a new screen segment containing the following information potentially in the left hand margin:
Support Overview: (See #360 for this data)
First gift date
First gift amount
Lifetime giving
Total # of gifts
Largest gift
Recurring Donor? [Y/N]
PAWS Legacy Society? [Y/N]"
"Financial Support Activity"
Include the "Primary Campaign Source" rather than the "Campaign Type." It says "Primary Campaign Source" but it is still showing the type.
Maybe change the title of this section to "Financial Support"... more concise and gets the same point across.