Don't add bounced/dropped emails as donor interactions
If an email to a constituent bounces or dropps, then it should NOT be added an interaction. Otherwise we believe that they have been receiving our emails all along. I have to comb through individual bounces and drops to know if they got it or not.
Change email interests to "opted out" when constituent flags email as spam
We sent an email newsletter and one constituent marked the email as spam. I would like there to be an automatic process that changes a constituent's email preferences to "opted out" when they mark one of our emails as spam.
We often have times that we need to assign a task to more than one person. This often happens when alerting our team to a grant check that will be coming in (we have two people who input checks) or might need to meet with a major donor. Currently ...
It would be great if donors could receive a digital membership card in their donation confirmation either with a code, qr code, or barcode that stated their name, level of donation, and expiration date.
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...
Acknowledgement tasks should have the option to turn into acknowledgements on transactions
When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.