Option to Update Information in Recurring Plans Page
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Brandon Darnell
Have a way to show updated information from filters used in the recurring plans page (i.e., show total for filtered frequency recurring plans).
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S
Shiella
It would be really great to have the option to update a donor’s recurring plan information, such as their address. Many organizations rely on the Recurring Plan Report, and having up-to-date addresses would be extremely helpful. Currently, some of the information isn’t accessible in other reports, such as the Contact Details Report or Transaction Report.
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Christine Patrick
It would be SO great if we had the ability to update a donors' cc info as well - they call all the time saying their card is expiring and they just want to update the information!