When reviewing match program requests, provide previous donation history for employee and nonprofit
When an employee submits a match gift and we review as CSR admins, it's tough to know if an employee has submitted more than one of the same request, because we are unable to view the previous donation history without doing an employee search and manually reviewing past match requests. It would be nice for a short summary in each match request to show the previous donations for the year based on the employee and nonprofit.
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Guest
- May 3 2024
- Reviewed: Voting Open
| Client Name | The Boeing Company |
| Employee Name | chad.b.tucker@boeing.com |
Related ideas
Hi Chris,
You have stated it correctly. For offline donations, if an employee submitted a gift match request for $100 to charity X in January and then submitted this same request again in May, we currently don't have a way to ensure it's not a duplicate without reviewing the giving history by searching for an employee. It would be nice to have a donation history for that given charity and employee to say, this employee submitted these donations to this organization for the current calendar year.
Hey Chad, thank you for your submission. Can you help product understand the issue you are trying to solve with this request? From review, it seems like you are trying to prevent an employee from submitting a match request to the same charity in which they have already submitted a match request for that same charity. Which we assume would be for offline matches only? Otherwise, any new donation with a match request would require a new donation in which you could not submit multiple for the same original donation. Any help in clearing up the problem you are trying to solve would be very helpful!