Cascade 2.0 core · Smart View
Everything you know about one supporter, on one screen
Search by name or supporter reference and get their giving, their Gift Aid position and their declaration state in one place — without opening the CRM.
Smart View
The quickest way in to one supporter
A fundraiser with a supporter on the phone does not need a report. They need to know who they are speaking to, what that person has given, whether there is a declaration on file and whether it covered the donation in question.
Smart View is that screen. Search by name or supporter reference, open the record, and the giving history, the Gift Aid position, the declaration state and the compliance picture are all on it. It is not a copy of your CRM. It is the same supporter record Gift Aid Hub builds claims against, so what you are looking at is what the claim used.
Save the lenses you keep coming back to — the one you use for major donors, the one you use for declarations about to lapse — and the cohort membership shown on a record is live, not a flag written overnight.
Where it is heading
Getting quicker to act on
We build for where the work is going, not where it has been. Two things we are pushing on now, so you know what you are buying into.
From the record straight into a queue
Each record ranks the highest-value next step from the same rules that drive Actions — a declaration about to lapse, a regular giver who has gone quiet while their household has not. You can promote what you spot into Actions today, so it becomes work with an owner and a reason recorded when it closes. What we are doing now is making that route reachable from more places on the record.
The same record, asked a question
Smart View answers questions about one supporter. When the question is about thousands of them, Harmony answers it in plain English from the same canonical model Smart View reads — so the figure in the answer and the figure on the record cannot quietly disagree.
What it does
Everything about a supporter, in the order you need it
Every gift, and what became of it
Every donation on record with campaign, fund, method, Gift Aid status and the outcome — claimed, rejected, GASDS or not eligible. Filter it, chart it and export it from the record.
The Gift Aid position, up front
Declaration state, when it was made, how it was captured and whether it covered the donation you are asking about — on the record rather than three tabs deep.
Relationships and compliance
Household and relationship links are explicit, and possible duplicates are surfaced for review rather than silently merged. Consent and declaration state sit alongside them.
How it works
Three clicks, not three systems
Search
Type a name or a supporter reference. The closest matches come back ranked, and your recent searches stay to hand, so the supporter you looked at this morning is one click away rather than one search away.
Open
Everything about that supporter on one screen: giving history, Gift Aid and declaration state, household links, consent, your own custom fields and the communications Media Hub holds. Nothing to reconcile between tabs, and where a second record might be the same person you see it flagged, not hidden.
Act
Promote what you have spotted into Actions, so it becomes somebody’s job with a reason recorded when it closes. Supporter care teams tend to keep Smart View open beside the CRM and answer the question while the supporter is still on the phone.
Support
Fewer tickets, because the product answers it
- Support from people who work in Gift Aid every day, not a general helpdesk
- Since the move to Cascade 2.0, questions of the “why was this donation not claimable” kind are answered in the product rather than raised as tickets
- Help getting your supporter data in, whether that is one CRM export or several sources that have never agreed with each other
- Every change to a supporter is audited, so you, your auditor and our support team are looking at the same record
Works with
Smart View is one module of Cascade 2.0
Gift Aid Hub
The claim itself — declaration lifecycle, your own eligibility rules, submission to HMRC and whatever comes back.
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Analytics
When the question is about thousands of supporters rather than one: segmentation and cohort analysis, built on Frame, our own reporting technology.
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Media Hub
The scans and documents behind the record — declarations and correspondence filed against the supporter they belong to.
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Actions
Where what you spot on a record becomes work with an owner, a state and a reason recorded when it closes.
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