NEW FEATURE REQUEST

Data Tools

Showing 79

Bulk delete selected email addresses

Mass delete selected email addresses so that you can remove information that is bad, has sloppy capitalization, or that you no longer want to track.
about 2 years ago in Bulk Delete 3 Not Prioritized

Rename an import template

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.
over 1 year ago in Import 0 Not Prioritized

Bulk update adding soft credits to transactions

We had an event with over 500 unique donations that I had to manually go through and soft credit a single person for pulling those donors to us. It would save a mass amount of time if you could mass soft credit through a certain appeal and update ...
over 1 year ago in Bulk Update 0 Not Prioritized

Filter the duplicate list to a specific kind of match criteria

It might be easier to work through a large list of duplicates if you could focus on a particular kind of duplicate to work through in a batch. Possible filters might include: Only email matches strong matches recent matches where one of the consti...
over 2 years ago in Merge Duplicates 0 Not Prioritized

Sort the duplicate constituents list by created date

Sort the duplicate constituents list so that constituents that were recently created are at the top of the list.
about 3 years ago in Merge Duplicates 0 Not Prioritized

Bulk update interactions

Nice that you have added some volunteer support, but now some of our custom fields are effectively superfluous and we'd like to update old interactions to use the new values (for consistency in reporting going forward) as the new standard Voluntee...
over 2 years ago in Bulk Update 0 Not Prioritized

Bulk update transaction non-deductible amount

Efficiently change the non-deductible amount on multiple transactions at once.
over 2 years ago in Bulk Update 0 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
about 1 year ago in Merge Duplicates / Profile 0 Not Prioritized

Bulk update note on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the notes for the transactions as well. Could save a lot of time.
over 1 year ago in Bulk Update 0 Not Prioritized

Import data for organizations and individuals in the same file

Import data for organizations and individuals in the same file so that you don't need to split your data into multiple files prior to importing.
about 2 years ago in Import 0 Not Prioritized