We would like to allow our customers to self-serve their donation tax information (an aggregate of all donations made in the calendar year) directly from their dashboard.

What would you like to be able to do? (One idea per form):
We would like to allow our customers to self-serve their donation tax information (an aggregate of all donations made in the calendar year) directly from their dashboard.

How would that help you?:
We have complex systems that are clunky, provide room for error, and are outside the Pelcro Dashboard (the go-to place for customer information regarding their products and plans). This would eliminate wasted time for the customer and provide an elegant solution to the problem of not having a summary of purchases for the calendar year.

How important is this to you?:
Important

Email address:
khowe@hcn.org

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This task was submitted through Suggest an idea - Product Roadmap
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