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enforce required fields when converting non-constituents to constituents
We find that while a constituent code being required is enforced, other required fields that we have like primary addressee and primary salutation are ignored.0
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Add Matching Gift option in donation page
Net Community had the option of a "Matching Gift" section for our donation page, but Online Express currently does not have the same capability. It would be nice for that to be added.1
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Download Unusable Email Addresses
With our previous email service, we could download any list of emails - including one such as the existing Online Express Unusable Email Address list. I have had to request a manual download from BB after doing a large import. I would like to be a...0
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Drop CZ as hard-coded US territory
Drop Canal Zone (CZ) as a hard-coded Untied States territory. It has not been a territory since the turn of the century and the US Postal Service does not recognize the state code.0
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Add a feature to delete/mark inactive multiple letters at once
It is much quicker to clean up outdated letters if you can select multiple to delete or mark inactive at once rather than opening and marking each individually.0
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Allow promo code on membership forms
It would be much easier when running membership campaigns to add a space for a "promo code" on the membership form. When transactions are downloaded we could then connect that to an appeal or package code to track segment responses. Right now we h...0
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We should have feature to find constituent with their past and other address also.
To avoid creating duplicate account for the same donor. It will helpful for all who use this software.0
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View Write-offs as separate gifts.
When a pledge is written off, I would like to be able to see the write-off show up as a separate gift in the constituents record. I want to be able mark it as anonymous so it will show up with the anonymous pledge on the reports. Currently the onl...0
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Allow a query of constituent id's to be populated from an Excel spreadsheet
Many times we have a list of id's in an Excel spreadsheet, and would like to create a query of these id's. They cannot be copied into the query list, but have to be entered manually. Copying directly from the column in Excel would save a lot of time.4
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Add first gift and last gift fields to gift exports
Only constituent exports have the First Gift and Last Gift sets of fields - the gift export does not. The gift export does have a First Gift and Last Gift set, but only for Event Participations - so it doesn't make sense that they aren't available...1