As discussed in today's meeting regarding Donor Portal and Civi.
Recap and feature request below:
- Seeing the actions taken at the portal on the Activities tab works for us.
- As is already planned Donor Relations will need to see any actions donors successfully take at the portal such as a cancellation, pause, or update.
- If at all possible we'd also like to see successful logins or attempts into the Portal which will help us better triage and assist donors who are having trouble.
- If we can ensure that the Activities tab clearly differentiates between something that was done internally by the DR team versus something done by the donor via the portal that will be critical for us. Possibly label any donor portal actions made by the donor as a 'Donor Portal' activity type?
Lastly, not a deal breaker for us but within activities it could be helpful if we could also have the ability to filter by Donor Portal activities like we can for actions performed at the Email Preference Center as shown in the below screenshot.
