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Add the New Drag & Drop communications format to the DIY form
The new Drag & Drop format is nice, however when I tried to use this in the DIY form as a confirmation email, the drop down menu under "confirmation email template" does not give you a choice of any "Drag & Drop" formatted letters.0
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Collapsible account headers
Make account headers into collapsible content panels, e.g. a small arrow in top right corner of the header would allow a user to expand and collapse the header. Page elements below would respond accordingly, and be pulled up with a collapsed heade...0
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Allow the convert gift feature to be able to split a gift between 2 or more pledges
Converting the gifts to pledges is a great feature addition, but for me 90 percent of those needing to be converted are between 2 or more pledges. It would be extremely helpful to be able to select more than one pledge and apply a specific amount ...0
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Account analytics like account increase over a particular period of time
It is useful for reports and funding applications0
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More than one template for a DIY form
For our donate DIY form supporters can choose one off or monthly donation. An automatic thank you is generated, but it includes the amount and not whether it is a once off or monthly donation. It would be good to have a different thank you letter ...0
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Save and Copy a journal entry
I do a lot of repeat journal entries where all the fields are the same except for the amount received and the receipt. It would be great if this button could be added to the Save And ...drop down. (Save And ..Search, Create Document, etc.2
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Funds auto trigger campaigns or approaches on DIY pages
Our main giving page is a DIY page with multiple funds. It would be super helpful to be able to auto-trigger campaigns and approaches based on what fund is selected. Right now the only way to do this is to have a custom form created -- however, we...3
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NEW recurring gift option
an idea that could greatly enhance our gift-giving platform: adding a biweekly recurring gift option. This feature would align perfectly with how many individuals manage their finances, mimicking payroll deductions, which is the most common form o...0
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Automatically submit unresolved tickets to the idea database
When a customer is working with a representative and they can't solve the issue because of system capability, instead of asking the customer to take the extra step to submit an idea, it could be auto submitted instead.0
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Allow multiple approach/campaign tiles on the dashboard
It would be great to have multiple thermometers with multiple approaches, funds etc. to quickly compare how each is progressing.1