Import fundraiser information when importing new transactions
For transaction imports, corresponding with huge giving campaigns (Giving Tuesday, End of Year, 401 gives-RI) we import a large number of donations leveraged by our board members. This includes hundreds of donations with different fundraisers, and...
Allow Event forms to be more customizable, including color themes, images, positioning, more flexible informational text, button text, event terminology (like attendee vs sponsor), embeddable widgets (like goal thermometer).
Make a payment online on behalf of an organization
Currently, all online form submissions are linked to or create new individual constituents. When someone makes a payment on behalf of an organization (eg signing up to become an event sponsor) a user has to notice the payment and move it to the co...
Add Consecutive Years of Giving Calculation to Constituents
Knowing how many consecutive years a Donor has given is valuable in engagement activities and reporting. For example, I would like to send out special thank you letters / emails to Donors who have given for 5, 10, 15, etc. consecutive years.
We had a customer ask if VMS " had way for me to set up the layout of our festival grounds, so that I can set up all my volunteer locations on a map (sort of like seating locations), click on a volunteer position (say Gate A Entrance monitor), and...
Customize included/excluded transaction types from First, Largest, and Latest Transaction columns
This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...