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Add a "round up" feature to eStore transactions
We've had numerous people inquire about "rounding up" their class registrations to benefit our class scholarship form. So, for example, if they are signing up for a $25 painting workshop, give them the option of paying $30, with the extra $5 being...1 No Plans to Change at This Time
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improving justgiving integration
The new integration with justgiving is really helpful, but at present donations are not recorded as final when they are integrated. While they are not marked as gift aid eligible, if the donor later adds that their donations are eligible for gift ...0
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Including Offline donations on fundraising site
It would be ideal to be able to include offline donations in the overall donations received for an event / fundraiser - as it appears publicly on the fundraising site. I am able to note a soft credit to a team on the donor journal, however the don...0
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The ability to copy NOTES between Constituent to Account so that it appears on both - like soft credits/calendar
11:06 Bikash Dayal If I understand you correctly, you want individual contact to reflect under Two different accounts without a note right? 11:18 Kristen Well...we want to have the indiv reflected with an acct and well as an individual. Bu...1 No Plans to Change at This Time
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Make DOB field work on a DIY form
It would be useful because then we could ask collect DOB when people complete the form. It would benefit me as the database and alumni programme coordinator so that I could do my job. It should work in such a way that when the DOB field is part of...0
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Allow Family accounts to add both individual spouses/partners relationally
Currently the Family account option is limited because it doesn't allow two individuals to exist relationally as spouses/partners. Because of this, I need to delete each family account, create the individual members, and link them relationally. it...0
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Create recurring EFT entry that is NOT processed through BBMS but does record the monthly entry
Donors contribute monthly through their own EFT. We have to record each of these even though it is recurring.0
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Ability to add a "Contact" journal entries to an account via email, rather than manually entering into the account
I've heard of other CRM platforms having the ability to "sync" with one's email in a way that one can simply send contact-type entries to an account via email rather than manually entering them in the database. I believe it matches based on the em...0
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Scan capability for tracking volunteer/user hours.
Add bar or upc codes for accounts so that a volunteer can scan their id card in and out to track their hours in etap. And/or users, constituents can scan card in/out too? Thank you0
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user defined fields displaying without extra clicks
We added 2 user defined fields to help integrate Quickbooks Online better. Right now we have to click user defined fields, click QBO Category, click QBO Class (even though we said these are required fields). If we want to require it, why can't it ...0