Admin ability to manage recurring donations
planned
Tori Meglio
Allow admins the ability to manage and edit recurring donations, sending a confirmation email of the change to the donor.
Log In
E
Erin Petrie
This would be useful.
Kyle Balitos
One of our users suggested adding quick sort functionality to more columns in the Transactions recurring tab, not just date fields. They’d love to sort by campaign, status, amount, etc., across transactions, tickets, recurring plans, and pledges. It’s a feature they’d definitely use.
G
George Richardson
Kyle Balitos I'm would be in favor of that functionality as well. I could be very helpful.
H
Heather Denkmire
Kyle Balitos yes, please!!
C
Chase Burleson
Any update? It’s been awhile that this has been planned and would LOVE to see this in progress soon.
G
George Richardson
We are still looking for the ability to redirect from campaign to campaign. I'm still getting recurring donations from a campaign we ran in 2021. It adds additional work for me to change the campaign in Bloomerang after Givebutter sends it over. However, I also have to remember to clear the funds from the old campaign as it builds up. MUCH additional administrivia because this seemingly simple process can't be implemented.
Ruthie
Ability to have a bulk cancellation when a campaign is inactive or needs to be closed
C
Chase Burleson
Super important for us to be able to have this ability! Any chance there is an update on this feature?? :)
J
Jack Kalla
this is a very important function especially the ability to edit end dates of plans.
S
Scholar Idjagboro
When we will this feature be available?
Elaine Makikalli
planned
Hi everyone,
The version of this upgrade to recurring plans is currently limited to be able to see more plan details. Allowing admins to edit plans in the dashboard on behalf of the donor is still in the works!
I am updating this status back to planned, but hope you find some initial value in having more visibility into the plan details.
We also hear your feedback on the confusion of the 3-dot dropdown icon to only showing ‘cancel’ as an option. I have relayed this to the team and will fix this as soon as possible!
In the meantime, you can access this side panel by clicking anywhere on the line item, rather than the 3-dot icon.
We appreciate all of your feedback and comments, thank you!
L
Lauren Creel
Elaine Makikalli, can you give us an update on when this will be complete? We have donors requesting that we increase their monthly donation amount and would love a timeframe for when this will be possible. Thank you!
Brooke Sanders
I don't seem to have that view. It's the same options for me, cancel or leave it alone :)
Load More
→