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Edit fundraiser and reference on gift
Please add functionality to edit the fundraiser and reference notes on a gift, regardless of posting status, and specific security rights to do only that (users should not be able to add gifts or edit other gift coding). Fundraisers see gifts in t...0
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Edit receipts that need one small tweak (not a whole new template)
There are sometimes I need to tweak a receipt ever-so-slightly that doesn't call for creating a whole new template, but the thank you receipts are locked from editing and the downloaded PDF are locked from editing, too. There should be a way that ...0
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A query to look at a number of consituents' last 3 gifts.
This would enable us to look at their average gift, and apply that to the next 'ask'. Therefore, increasing the likelihood that they may give a slightly higher amount, based on what they are able to donate. Any feature that enables us to better ta...0
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Manual Entry of last 4 digits of Credit Card erases itself in Batch
There was a patch a few months back which may have resolved and issue in manual entry of Credit Cards in RE Batch. Now when we manually enter the last 4 digits of a credit card in RE Batch, the data disappears as the system believes there is missi...0
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Suppress old events for participant records
It would be helpful if past event registrations could be suppressed. When linking constituents donations (sponsorship) the box brings forward all events that the constituent has previously been linked to, rather than just the current one they are ...0
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Credit Card Numbers Disappearing in Gift Batch
Hello, The credit card numbers are disappearing for a gift batch that I'm entering. I chatted with support which led me to an article that said the issue was resolved. However, there still appears to be a glitch. Can someone look into this?0
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When making donations in honor of someone you can have an acknowledgement sent to them but there is only a snail mail address. It needs an e-mail address field. Could that be added? Thanks, Emily
Many times when people suggest making a donation in lieu of flowers etc. via social media a donor may not have their snail mail address.0
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Do not include Pledge totals in Honour/Memorial totals
It is unhelpful that the pledge amount is included in the total raised for an honour memorial income. This means the user cannot see at a quick glance how much has been raised when they visit the honour/memorial tab, without downloading all the gi...0
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Schedule Matching Gift Pledge
Currently unable to schedule due dates for matching gift pledges. Due date equals gift date only for full amount so cash flow is not accurate. Would be nice if it was scheduled the same as the pledge it's matching or you could enter it's own sched...0
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Be able to turn on/off the pop-up "One or more of the canvassers you have entered on this gift does not exist"
You can cutomize and turn on/off most of the pop-up messages, but not this one. "One or more of the canvassers you have entered on this gift does not exist on the constituent record." For donors with only modest gifts we do assign canvasers. When ...0