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Use default appeal when importing donations with missing appeal data
When uploading a csv of transactions, it would be nice to assign a field like "appeal" as the default for all transactions instead of needing to add a column to the spreadsheet and add the appeal to each. In many cases when uploading transactions,...
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Confirm Merge when selecting "merge selected" from the duplicate screen
In the Duplicate Constituents screen, if you select "Show More Details" in the individual profile, select the profile you want to keep, and click "Merge Selected", you get a confirmation window that says "Confirm Merge". This should also be a safe...
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Import a link to which transactions an imported interaction acknowledges
After bulk importing interactions (whenever I send acknowledgements), it would be great if there were a way to automate that the most recent donation be marked as "acknowledged" and potentially that the acknowledgement interaction itself be attach...
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Improve Error Messaging When Mapping Import Fields
I had created a custom Constituent field with type of Date When I went to map the field in the import wizard, I was getting an empty drop-down where you would select the field from the CSV. After consulting with Support, they told me that it was b...
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Import more than 1 address, phone number, or email address of each type in a single file
Import more than 1 address, phone number, or email address of each type in a single file so that you can import higher volumes of historical data without splitting up your file and running multiple imports.
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