NEW FEATURE REQUEST

Donor Communications

Showing 112

Allow attachments on tribute records

Adding an attachment section would enable us to attach relevant documents, such as an obituary on a memorial record.
almost 2 years ago in Tributes 0 Not Prioritized

Allow setting of notificant when adding Tribute from a donation

We like that you added the ability to Create New Tribute directly when entering a donation - thanks. But the creation form does NOT include a way to add a notificant for the tribute. Please add that. It is very easy to forget that you need to go b...
about 2 years ago in Transactions / Tributes 0 Not Prioritized

Unsubscribe Language in Emails

It would be helpful to have a way to change the language in our email footer from Unsubscribe to Opt Out or Manage Communication Preferences. We have some supporters who aren't seeing or emails because they have filters flagging the word Unsubscri...
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Add a description field for email interests

Currently the system only allows for a list of email interests with no ability to indicate the meaning. This means that we have no way of offering to the donor a value proposition for receiving that type of email. Without that, many donors opt out...
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Adding a section to track a tributes date of passing

Having a field to track the day someone passed away. This would be very helpful for anniversary letters to families and people who have donated in memory of a family or friend. It would save time when generating letters and reports on tributes who...
over 2 years ago in Tributes 0 Not Prioritized

Need to be able to control email preview header text

I don't want every email preview header text to start with "make a donation" because our masthead has a donate button. We will have to redesign it. This is a rather aggravating non feature of your email program. In other platforms we use the previ...
over 1 year ago in Email 0 Not Prioritized

Getting notified when someone else writes a note to a task that I created

When I put in atask for someone else and they want to add to the task through adding in the notes or if they wish to mark it as complete, I would like to be notified since I was the one who initially created the task.
over 2 years ago in Donor Communications / Email / Task Management 1 Not Prioritized

When searching for a tribute, show if it's in honor or memory

When you search for someone in the tribute section of a donation, if they are already added it needs to show if that person was added for honor or in memory.
over 1 year ago in Tributes 0 Not Prioritized

Merge field for notes/comments from the donor to the tribute notificant

Some tribute donors include a personal note to be shared with the notificant. We would like a way to automate adding these to the Tribute Letter. The easiest way to do that would be if we had the ability to select the Transaction Note field to be ...
over 1 year ago in Tributes 0 Not Prioritized

Show full contact information on tasks

When I click on a task, the window that pops up contains only email and not an address, which is the piece of information I need. I preferred the previous version, where it opened the task in the constituent's record.
almost 3 years ago in Donor Communications / Email / Task Management 0 Not Prioritized