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Activity Feed Forums Feature Requests Fulfillment Navigation & Filtering

  • Fulfillment Navigation & Filtering

    Posted by Simon on August 5, 2022 at 3:55 am

    Need a way to quickly set fulfillment for backers. At the moment I’m having to expand view each one to see if fulfilled. A filter on the transactions table would be a great start. Also a way to step through each backer without having to close the expanded view.

    Simon replied 1 month, 2 weeks ago 2 Members · 5 Replies
  • 5 Replies
  • blackeyebooks

    Member
    August 7, 2022 at 4:54 pm

    One of the nice things about Crowdfundr is you can download a CSV or Excel file of your backers info anytime. So that might be a quicker way for you to parse for fulfillment.

    • Simon

      Member
      August 8, 2022 at 2:24 am

      Thank you – appreciate the reply. Yeah, fulfillment completed using the spreadsheet – it’s just a quicker way to update the platform with the ones I’ve fulfilled. At the moment, it looks like I have to expand each transaction line and click the item to fulfill it.

      • blackeyebooks

        Member
        August 9, 2022 at 8:31 am

        Fair enough! I treat the info on Crowdfundr as ‘read only’ and have a Filemaker database that I use for fulfillment. But I can see that it would definitely be useful to have that ability within the platform.

  • blackeyebooks

    Member
    August 9, 2022 at 8:33 am

    Hey Simon. If you got to the ‘order items’ screen, you can quickly toggle the fulfilled status there!

    • Simon

      Member
      August 9, 2022 at 8:36 am

      Brilliant! Thank you!