Bug 362969

Summary:	user case scenario: donor relationship management
Product:	[Applications] kmymoney	Reporter:	Martin Tlustos <martin.tlustos>
Component:	general	Assignee:	KMyMoney Devel Mailing List <kmymoney-devel>
Status:	REPORTED ---
Severity:	wishlist
Priority:	NOR
Version First Reported In:	5.0.1
Target Milestone:	---
Platform:	Other
OS:	Linux
Latest Commit:		Version Fixed/Implemented In:
Sentry Crash Report:

Description Martin Tlustos 2016-05-12 08:03:07 UTC

Because there is no other drm software available under linux that's easy to work with (only a few web-based systems), I use kmymoney for our donation management (we work in a donation based organisation and have to keep in touch with our personal donors).
Kmymoney works great for this purpose. There are only three things missing, with one being more important, the other two being marginal:
1) being able to view a specific donor's history as a graphical report (maybe even more than one donor)
2) import donor's address details and 3) activate a communication process from within kmymoney (like writing an email or a letter) - both of which are not really crucial.

I know this is not the original scope of kmymoney, but if it could be implemented (expecially nr 1), that would just be awesome!

Reproducible: Always

Comment 1 Thomas Baumgart 2016-05-12 19:47:00 UTC

Did you try this:
- Select the report section and open the 'Networth graph' from the Chart section in the report view..
- Configure the report so that
  - on Rows/Colums tab Columns are set to Quarterly, Rows are set to Income/Expense and Details are set to Totals
  - on Payee tab the payee in question is marked

I just tried this on master but it should also work on 4.6.6 or 4.7.2. Does that get close to what you look for?

Comment 2 Martin Tlustos 2016-05-13 08:01:17 UTC

Yes, except that
- it is very cumbersome to change a payee. It would be easier to have a dropdown list of payees somewhere
- I can not display multiple payees in parallel, only sums.

Comment 3 Martin Tlustos 2018-10-08 08:46:14 UTC

Still valid, if not to be done, should be changed to won'tfix.

Comment 4 Jack 2018-10-08 14:01:49 UTC

This is still a valid wishlist.  It may not be high on the priority list, but if someone wants to propose a patch, I think it would get a serious evaluation.  Also, it might help if you could make a more concrete proposal (based on comment 2.)