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Mobile Event App
When the event app is used with mobile pay do not make name required but pull name information from the credit card (address also if available on the stripe) for non-constituents. If a constituent record is selected pull over email address automat...
Created 15 Oct 14:48 by Mark Ode
Event Management App
1
Will not implement
1
Vote
Only current solicitors auto-fill on gifts, not all solicitors
Currently all solicitors appear when auto-filling the gift solicitor. It would make more sense to only fill current solicitors (i.e. those without a date to).
Created 15 Oct 11:42 by Suzie Capps
Gifts
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1
Vote
Automatically replace Addressee & Salutation with Defaults
Instead of having to clear out the Addressee & Salutation sections before loading the Default, the Default should just overwrite the current ones there.
Created 14 Oct 16:02 by Guest
Constituent record
0
2
Vote
reports
Prospect Report should include last action etc,,,,
Created 12 Jul 01:57 by Guest
1
2
Vote
export text date fields as date fields
Working with exported text date fields (e.g. constituent date from, relationship date from) can be extremely complicated, especially when using the date format dd/mm/yyyy. If there is any way that these text date fields could be exported as date v...
Created 11 Jul 18:04 by Guest
0
2
Vote
Add a collection of reports for Data Health
Including gift adjustments and any changes made to a gift after a batch; address/record changes; and any deletions of records. The reports should include who made the changes and when.
Created 11 Jul 18:04 by Guest
0
2
Vote
Customizable batch numbers/names
It would be great to be able to make the batch numbers or names anything you want.
Created 09 Jul 18:40 by Guest
1
1
Vote
Credit Card number as easy to access and reuse as Bank Information
Bank information is readily usable for any pledge payment but credit cards have to be reentered and kept on file manually.
Created 10 Oct 19:35 by Guest
Gifts
0
2
Vote
Add/Change columns that output in search screen for linking gifts to membership.
When linking a gift to a membership, the search gifts screen is defaulted to certain columns. It would be very nice to be able to change or add to these columns. I would like to be able to see the reference field for when multiple gifts are bought...
Created 04 Jul 17:54 by Guest
1
2
Vote
Volunteer - Adding Location column
It would be handy to add a location (field/column) within the Volunteer tab as not all volunteer work in the same location. Although I recognise you can add this detail manually in the Volunteer Types field), however, for data entry and query runn...
Created 04 Jul 13:48 by Guest
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