NEW FEATURE REQUEST

Donor Communications

Showing 112

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

While sending an Email, donation acknowledgment, automatically send an email or generate a PDF to print if no email address is found.

While sending an Email, donation acknowledgment, automatically send an email or generate a PDF to print if no email address is found. 
over 1 year ago in Automation / Email 0 Not Prioritized

When searching for a tribute, show recently used tributes first

When tributes are added to a donation, the pop up box should show recently used tributes so you don't have to search a name every time, then click on it. This would save time when entering multiple donations with the same tribute.
almost 2 years ago in Tributes 0 Not Prioritized

Collect a comment on donor surveys

We recently started using the surveys and I have had several donors request a comment box be added to the surveys.
almost 2 years ago in Engagement Surveys 0 Not Prioritized

Tribute Notificant Letter merge field that lists just the donor names in a vertical list

This idea would be similar the donor address block merge field, but just listing the names. Target use case would be for users who want to share just the donor names (no addresses) and prefer the vertical formatting of the Donor Address Block.
over 2 years ago in Tributes 0 Not Prioritized

Increase limit for bulk tasks

Please increase the bulk task limit to more than 1000 per bulk task.
almost 3 years ago in Donor Communications / Email 0 Not Prioritized

Option to give a standard user view only access to Letters area

Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
8 months ago in Letters / Users 0 Not Prioritized

Easier way to target a communication to constituents whose gift schedule is not automatically renewing

Easier way to target a communication to constituents whose gift schedule is not automatically renewing. The current workflow to filter for transactions whose payment method is "None" is unintuitive.
about 1 year ago in Donor Communications / Filters 0 Not Prioritized

Membership summary fields in constituent emails, letters, and reports

Membership summary fields in constituent emails, letters, and reports
about 1 year ago in Column Data / Email / Letters 0 Not Prioritized