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Allow Campaigns to have multiple goals/Annual Campaign Goals
Each financial year companies/charities will have a different goal for a campaign. I can only currently change the goal which does not reflect goals in previous years which then affects the reporting on previous years. This has been brought up a f...
Created 29 Apr 09:23 by Emily Bush
Data Entry
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1
Vote
Dates in recurring gift should be auto-updated
When manually entering monthly recurring gifts as per the recurring gift schedule, the original start date populates everytime which needs to be changed. It would be a lot time saving if the date is auto updated for the next schedule date.
Created 03 May 15:05 by Prakash Thapaliya
Data Entry
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3
Vote
Allow Scheduled Event/Ticket Purchases
Enable users to set a scheduled timeframe for DIY forms to be submitted. IE: Ticket sales end on 4/5/2018 at 5:00 PM CST, form is able to be scheduled for deactivation at that time without having to manually enter.
Created 05 Apr 18:45 by Guest
Data Entry
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1
Vote
Advance Find by Phone# without format
Currently you need to use advanced find for phone number you need to use format (xxx)xxx-xxxx. Would be very helpful to just put in numerical value to search. OR can you change the format for the phone field to just be numbers? This would be work ...
Created 29 Apr 14:51 by Theresa Williams
Data Entry
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2
Vote
Add a field to the ticket purchase diy form that enables an "additional donation"
There is no way to add on to your ticket purchase with an open-ended additional donation
Created 06 Apr 15:14 by Guest
Data Entry
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3
Vote
Different and Multiple Display Types for Values under a User Defined Field.
As shown in the attached picture, I want to add different and multiple display types for values under user defined filed. In the picture attached, Race or Ethnicity is a multiple select field ---> user should be able to select any one or multi...
Created 16 Mar 14:54 by Guest
Data Entry
1
4
Vote
Journal changes - what happened to the pledge paper clips & page numbers?
What happened to the handy paper clip next to pledges that you simply had to click on to make a pledge payment? Now you have to actually open the pledge, then make a payment. This creates extra work. Also, what happened to the page numbers that yo...
Created 23 Feb 20:46 by Michele Williams
Data Entry
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Vote
Allow addition of a Reverse Chargeback transaction to eTap that occurs in BBMS
We have a scenario where a parent purchased sweatshirts for their child in September (money in), did not recognize the transaction so reported it to their credit card company in December as fraudulent (money out), then in February when we investig...
Created 22 Apr 21:56 by Guest
Data Entry
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1
Vote
Allow default transaction entry per account
Allowing unique Approach, Fund, Campaign, Received Amount and Note for particular account as default values for that account would avoid having to manually assign them every time we enter recurring gifts.
Created 22 Apr 16:12 by Prakash Thapaliya
Data Entry
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2
Vote
Allow an attachment to be added during a mass update with a journal entry note
It would be extremely helpful to refer to the actual form of communication that is sent to a donor when viewing their journal entry stating that an email/letter was sent.
Created 27 Mar 20:23 by Guest
Data Entry
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