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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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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.
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Retain the latest custom sort order when toggling between A-Z and Custom orders
when creating appeals its tough to keep the order you like in settings. It would be helpful to freeze your custom order. Another user goes into appeals/settings and hits the AZ butto and it all goes back to Alpha order. Its a pain in the neck
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Ability to add more than one soft credit per constituent per transaction
Currently the soft credit feature is limited, allowing me to credit John Smith with only one soft credit per transaction. Issues arise when we get quarterly payments from funding partners (e.g. United Way) but John Smith has given monthly, therefo...
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VOTE
Allow 8 digit date entry without slash, which then converts to eight digit date with slashes
It would be really helpful if dates for Notes (well any date field in the database really) could be entered simply by using the 8 digit date. For example, 03302022 which then converts to 03/30/2022 when you hit enter. The date field for entering d...
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