-
Ability to export multiple Communications templates at once as Word docs
We have new management and are reviewing and updating all of our MANY letter templates. It would be helpful to have the option to export all of them at once into a Word doc or PDF for easy sharing and editing with upper level staff members who are...1
-
Create a widget to in embed in open pledge reminder letters that show a constituents "consolidated upgrade information." You currently have a widget for "pledge schedule."
We have many constituents with upgraded pledges. They are confused when they receive a pledge schedule showing amount in arrears and amount owed that does not reflect all open pledges. A consolidated upgrade information schedule would alleviate th...0
-
Daily autogenerated thank you letters/receipts for specified Journal Entry types
Every day the system queries all JEs and any gifts entered that day send an email thank you letter to the donor, copying the user0
-
When people purchase a ticket on a diy form, they need to be sent an individualized ticket
We are having an event, and it is a very difficult process to figure out how a ticket can be automatically sent to the donor once they purchase the ticket on the diy form. I created an email template, and added merge fields for the name, date of p...0
-
Allow an edit to the Pledge Schedule Widget to edit the category to to read "Contribution Amount" and "Contribution Date" instead of "Payment Amount" and "Payment Date" for not for profit organizations.
From what we have heard the IRS does not like Not For Profits calling contributions "payments" on statements. It would be nice to be able to edit those category labels on the pledge schedule widget.0
-
Attachments included in emails should transfer automatically to the journal entry
If you have an attachment uploaded to an email/correspondence and select "Create Journal Contact Record" the attachment should also transfer over to the journal record. This does not happen. We have no way of doublechecking what attachment was act... -
Provide detail of User-Defined Fields in email notification (so we don't miss pledges)
We received a pledge last year that was noted as a pledge in the User Defined Field. We didn't notice the asterisk when the thank you note was written, so we didn't even realize that she made a pledge. We discovered it by accident last week. Could...0
-
Is there a box where it insert the amount as written words (not only as a figure or number?) I want to have the amount of gift to be written as "five hundred dollars not $500" only
No description provided0
-
Giving the option of the success message to appear at the top in addition to the bottom of the DIY form once the buyer submits.
The buyer does not automatically see the success message when they are not on a desktop and have to scroll to the bottom of their page to see this message. The buyer can get confused as to whether or not they were successful & will try submitt...0
-
Change language on sent emails versus scheduled emais
After scheduling an email recently, I got a notification that my email was being sent. I asked and a support agent informed me the language is the same when an email is sent versus when it's scheduled. It shouldn't be too hard to change the langua...0