I'd like to be able to categorize my forms to make filtering easier
Rowan from Zeffy
When I filter in my payments, it can be tedious to have to select all the forms I want to get a report for. If I could categorize them and then just select the category it would be a lot easier. If I could see the amount raised per category that would also be super helpful!
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M
Maryse from Zeffy
Michel (Product @Zeffy)
Hello Avinash,
Thanks a lot for your proposal.
Out of curiosity, do you have a single permanent form that would be a donation form and all the rest is temporary or is it more complex than that?
A
Avinash
Michel (Product @Zeffy)Hi Michael, Yes, that case will work for us for now. But there may be a few more permanent forms, e.g. for membership, for volunteering, for contact, for donations, for some request for help, etc. that we may access from our website and/or the newsletter and other social media accounts.
Michel (Product @Zeffy)
Avinash super clear thanks for the precision!
T
Tanya
Merged in a post:
Form Folders / Grouping
A
Anna
Would like the option to make category groups for forms (i.e by year, event, target audience) and place individual forms inside of this category. Would be helpful for Seeing on the Forms dashboard as well as finding and selecting multiple forms for reporting.
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kim
would be game changer ! simply to retrace them and being able to srot them in different files.
M
Maryse from Zeffy
Merged in a post:
A way to separate forms
J
Jennifer
Would love to see a way to separate forms that our organization creates from the ones our donors create. When we manually add a payment in Zeffy when we click on the forms dropdown box we have to wade through all of the names of people who created their own forms for their personal fundraising, it's becoming quite a long list. If there was a way to either have our organization forms default to the top of the list or somehow separate our forms from our donors forms it would be a huge timesaver.
B
Barbara
YES!
H
Hamptons
agree
C
Chastity
It would be great to be able to categorize the forms. We have different programs that we raise funds for specifically, so it would help us a great deal.