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Send event reminders directly from events
Currently there isn't a way to generate a registration reminder (meaning invoice) from either the event or the registrants tab within the event. Either a mail merge or one-by-one. It would be more efiicient that having to navigate out to manage co...1 Reviewed: Voting Open
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Add a column in the relationship data list to view contact type
We would like to see an additional column in the relationship tab that displays the contact type associated with each person in the list.0 Reviewed: Voting Open
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Ability to add additional donations (non registration fees) to an Event
Allow non registration revenue to be linked to an Event. There is not currently an easy way to track additional donations that are part of an Event. Example: Donor pays $50 registration fee and $10 towards the event. Additional Example: Donor cann...2 Reviewed: Voting Open
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Add a way to move an Interaction from one constituent to a different one
If an Interaction was accidentally entered on to the wrong constituent record, it needs to be removed and re-added. It would be great if there was a method in place that would let us move an existing one to a different constituent record.3 Reviewed: Voting Open
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Renaming Smartfields
Sometimes there's the need to rename a smartfield, but once it's used in the system, there isn't a way to rename it.4 Reviewed: Voting Open
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During multi-level event registration, allow users to apply the same option to all in one click (both the invitee and their guests)
While observing our event registration process I noticed users are forced to click into each event and sub-event listed on the registration form to select an option. In most situations, the options have been copied from the main event and applied ...1 Reviewed: Voting Open
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Update the recognition program levels when the constituent or designation is changed.
Once a recognition program qualifying gift is run through the recognition program. The recognition level will not update automatically if the designation is changed to or from a non-qualifying to qualifying designation or if the constituent on the...0 Reviewed: Voting Open
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Would like to request that the "Columns" available in the "Giving List" be expanded.
We are rolling this report out to the head of each of our ministry area's and we want to be sensitive to our donor's requests when they choose to give anonymously. We would like to have the Revenue Transaction "Given Anonymously" made available in...2 Reviewed: Voting Open
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Allow for better handling of third party matching gift claim payers
Third party payers for matching gifts are becoming more common. For example, the Coca-Cola Foundation uses Benevity Impact Fund to pay its matching gifts. With current functionality, when the match comes in from Benevity, the recognition credits ...
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Reviewed: Voting Open
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Allow us to specify a display order for reason codes
We have many cancellation reasons for Recurring Gifts. There does not currently appear to be any way in which we can specify the order in which they are displayed when a user goes to cancel an RG, so they get the list in a most illogical order. It...0 Reviewed: Voting Open