We just rolled out a few usability improvements to the People and Finances sections. If you use the control panel a lot, these updates should save you a good bit of time.
Single person view. Now, when you view an individual person’s profile, it keeps the current filter active, allowing you to page through each person one at a time without having to open a thousand tabs. This can really streamline your workflow. For example, let’s say you’ve filtered for everyone you need to call today – instead of creating a list and going into call mode, you can just use single person view to log all the information as you speak to folks. And that's not all! Read about the improvements here.
Simplified finances section. All of your financial transactions are now in one list, including monthly donations, installment plans, expenditures, and invoices. You can also filter, export, and see a running total. Previously, it could be difficult to generate certain financial stats, but the running total should take care of that (and more), all detailed here.
