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E-Receipts put in a draft folder without being emailed instantly.
The EReceipt process works good - while still "clunky" in some areas, however...once you hit merge it is automatically emailed and you do not have an option to review the information first. Having this file create a draft email or folder would be ...0
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Allow to change "Next Transaction Date" for Recurring Gift templates through Global Change
Currently, if a gift was committed accidentally for recurring gift donors, you cannot reset their next transaction date to the correct date globally. After adjusting that last gift to $0, we have adjust the recurring gift template to roll next tra...0
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Add reporting options for recurring gifts similar to pledge reporting options
We need a way to include recurring gifts scheduled to process in a given time frame to be included in reports such as the Alumni Class Analysis. We use this report extensively for solicitors to know who in their class has given/pledged and calcula...0
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Add action tracks to Gift Batch
Would like to be able to have action as a field in a gift batch. We want to see when we to reach out to the constituent after a certain time after the gift was made. This would be helpful to have it all in one place0
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Assign campaign access through group security settings
We support 21 locations. to assist with center-specific goal tracking in FY22 (July 1) we want them to all have their own campaign and appeals. If we have 6 common campaigns across 21 centers, we'll end up with 126 campaigns. To get better data we...0
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Don't allow manually entered credit card gifts onto RE records without authorization codes
In a very small shop, I'm in charge of gift entry. For 2 years I've been adding credit card gifts sent by mail or phone to RE thru the batch process. I did NOT know about the EFT? and EFT tranmission process. I was able to commit a batch and credi...0
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Deposit Ticket
We have to print 4 Deposit tickets for each gift batch - but there is no option to choose how many copies you would like - you only get one - then we have to photo copy the rest. Would love to have the option for choosing how many copies.0
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Add Campaign field to Apply Gifts to Pledges in RE Batch
We have Pledges that are assigned to Campaigns w specific years in the code - PRG17, PRG18. W/O the Campaign in the AGtP in RE Batch, our processor cannot determine which pledge to apply a gift to. We will now implement a manual work-around by add...0
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Make automatic action from a Microsoft Word Doc (gift thank you letter) editable before it is saved in Actions
Currently the action created for a Gift Thank You Letter (when created right in a gift) is very bare bones. It only has the Category as Mailing, action completed date filled in, and the word document attached. However the letter does not translate...0
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Allow to exclude an attribute without a description included in a standard report
We use attributes to group our gifts in ways on which we need to report. But the attribute is the grouping tool and by requiring the description field to have data when building the report, it makes that field useless to us. We can't use it to dif...0