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8
Vote
Sort Assigned Appeals by Date in Export
When Exporting multiple Assigned Appeals (using Export) it should be possible to sort them in date order. For some reason, the sort order of Assigned Appeals is saved as part of a Constituent record, so they sort in a different order for every Con...
Created 08 Feb 19:51 by Guest
3
6
Vote
Customizable Online Express Receipt templates!
Online Express receipts' template is awkward. I would like to be able to customize the look of Online Express Emailed receipt template, to be able to include a double, detachable Charitable Tax Receipt section at the bottom of the Letter. Some Cha...
Created 17 May 19:52 by Ginger Arthur
Online Express
2
6
Vote
Add appeals and campaigns as optional gift designations on online express donations page.
I would love to see appeals and funds included as gift designation options. This would allow us to add any special appeals we create that might all flow into an unrestricted fund. As it is now we have to make the changes as we process each donation.
Created 16 May 20:26 by Guest
Online Express
0
2
Vote
Ability to output specified address types from constituents who exists as contacts on organization records when given organizations as criteria
Many times, individual constituents have a relationship with us in a personal capacity and in their capacity serving as contacts for organizations. It would be helpful to be able to be able to export specific addresses (eg. Business 2) from all re...
Created 01 Dec 15:41 by Guest
Import/Export
0
7
Vote
Make it possible to import gifts from an excel document into a batch rather than straight to a constituent record
We recently held an event and used the BBMS Mobile Pay app. There is a solution for importing the gifts onto constituent records which we've done. But there is no way to add the gifts to a batch. An ideal solution would be to go directly from th...
Created 24 Sep 23:26 by Guest
0
8
Vote
mobile app
The YTD total on the dashboard of the Mobile App should be Fiscal or Calendar and allow for Filters (Gift Types to determine commitment from revenue, campaigns, funds, appeals).
Created 02 Feb 04:08 by Guest
0
7
Vote
Add Soft Credit Name to Gift columns
I would like to be able to right-click and select a Soft Credit column from the main Gift tab so I can see the soft-credited constituent without having to open the gift and click on the Soft Credit tab.
Created 23 Sep 18:41 by Guest
1
7
Vote
allow multiple appeals to be added to Online Express forms
Currently Online Express allows you to associate only one appeal with a gift form. With NetCommunity we had the ability to have a drop down of appeals associated with a gift. Please add this capability to Online Express.
Created 23 Sep 22:01 by Helen Wieger
1
3
Vote
Allow to query the "Source Record" field in the Email Address tab of an Organization Record
No description provided
Created 08 Apr 18:22 by p m
Query
0
8
Vote
RE mobile app Needs to show all 'send mail to' addresses not just Preferred and Primary Business
We love the map action on the mobile app. However, the mobile app only shows the preferred address and the primary business address. If the Primary Business address is marked as preferred then the mobile app shows the same address twice. They disp...
Created 16 Jan 22:43 by Guest
0
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