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Ablility to global change GL account number on funds
This would be useful if you get a new GL number/ debit account number and have several funds on an old GL number
Created 16 Jun 20:21 by Guest
Gifts
0
4
Vote
when linking a gift to proposal, carry over the information to the gift
It would be great to avoid having to re-fill in the campaign, fund, etc again, if we already have the information in the proposal. It would be good if this could be automatic.
Created 24 May 09:27 by Guest
Gifts
0
4
Vote
Multiple Years Report to Identify Giving History
There is another one out there like this but I see it was from 2013 and nothing has been done with it that I can see because no such report exists, so I am putting another request in with some detail. Basically I need a report where I can see more...
Created 05 Apr 15:19 by Guest
Gifts
0
4
Vote
Ability to display additional proposal fields on the Gift Batch Link to Proposal screen such as Inactive, Deadline or Date Expected columns.
We would like to add the Date Expected, Inactive and Deadline columns to the Proposal screen in Gift Batch. It would allow the data entry person to easily distinguish upon review the appropriate proposal to link the gift. Right now, there is not e...
Created 23 Mar 17:14 by Guest
Gifts
1
4
Vote
Automatically create actions from emails sent through the gift tab like it does from the Bio1 tab.
We are leaning on sending immediate acknowledgement or receipt emails when gifts are entered and it would be great to have an action created when we do this so there would be a record on their record that an email receipt or acknowledgment was sent.
Created 19 Jan 17:09 by Mark Guncheon
Gifts
0
1
Vote
Be able to pull SOFT CREDIT donors in a canned report
It would be helpful to be able to pull a report to only lists the SOFT CREDIT donors. For example, for the Gift Detail & Summary Reports, be able to pull only the list of SOFT CREDIT DONORS to get the total amount attributed to SC gifts and th...
Created 12 Oct 19:35 by Leilani Fortuno
Gifts
0
1
Vote
Add gift tmestamp
i download daily donations for specific appeals a few times a day to spreadsheets. Without timestamps there tend to be duplicates. This takes more time to pour through every donation to avoid listing twice.
Created 30 Sep 21:41 by Ricki Davis
Gifts
0
1
Vote
When emailing receipts, system does not recognize that the donor has "opted-out" of emails
If you email a donor a gift receipt and he either has "opted-out" or has no email address, his name does not appear on the failed receipt report? It should becaus he did not get an emailed receipt! Then you know to acknowledge his gift with a letter.
Created 29 Sep 18:04 by Guest
Gifts
0
4
Vote
For users that interface with RE and FE there should be an option to add project IDs on the gift tab just like appeal OR put GL distribution under appeal instead of fund.
As an organization that used both FE and RE it is very difficult for us to track our grants. We have to create a new fund for every grant we receive because it needs a new project ID in FE. If we could just have a drop down option on the gift tab ...
Created 20 Oct 19:25 by Keyma Kitchens
Gifts
0
2
Vote
Marking Dollar Amount For A Gift As Anonymous
Even though I know marking the donor for a gift as Anonymous is an option in RE, I would like to see the option to mark the dollar amount for said gift as Anonymous. Some donors want to be publicly acknowledged for giving, but not for how much the...
Created 25 Sep 21:23 by Jordan Magat
Gifts
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