Donor Management on Mobile App

To manage donors well, we need to be able to find them, add them and enter notes about them on the mobile app. So basic functionality should be:

  1. Search people (with visibility & filter for donors). Needs to pull any interaction notes about with the Donor, donations (date/campaign/$'s) and other key info. User authority restrictions in place for Donations users only.
  2. Add Donor
  3. Add Note/update contact info for Donor
  4. Modifiable Link to trigger donation (that triggers our website donation form, as I understand it is not feasible to do the donation directly in the app due to Google add-on fees)

Thank you,

Les Howell


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