Feature Requests

Option to include Memo field in Year End letter

Hi. When sending the year end details to our donors, we would love the option to include the memo field for each gift.

Digital Membership Cards & Email Customization

Add the ability for organizations to customize the automated email language and the design of digital membership cards. While digital cards are a great feature, allowing customization would help organizations better reflect their branding and communication style.

Option to change "learn more" under ticketing to "What's Included"

"Learn more" is passive to me. I'm afraid people won't click on it and, at least for us, there are important details in there. If we have an option to change it to "What's Included" - people are more likely to click on it to see what they're getting.

Space after names in profiles

We continue to have problems with people who enter a space after their first or last name and it gets saved that way on their profile. The bigger issue is that it is also saved that way in their Informal Salutation so letters end up being addressed to "Dear James ," instead of "Dear James," and the envelope ends up being addressed to "James Smith" instead of "James Smith" - as you can see the extra space looks unprofessional. It would save time if we didn't have to keep correcting this. Interestingly, if they leave a space after their last name, it gets removed when it creates the Formal and Envelope Salutations. Spaces after first and last names get saved as part of the Recognition field though and needs to be removed from there as well.

Register Yourself

So many people create duplicate profiles when registering because we ask for legal names and they go by something other than their legal name. It would be nice if they were able to click a box saying I am registering myself so the system would know not to create 2 profiles - one for the purchaser and one for the attender. It would know that they are the same person. It would also help when people are logged into their portal account that it wouldn't create a new profile if they have changed email addresses or go by a different name.

Event Sponsor Logos

It would be nice to have a place to add event sponsor logos to the bottom of event pages.

Permanant Page Bar

It would be helpful to have the page bar at the bottom of the constituent section remain at all times while working on updating profile pages so I don't have to go all the way back to page one but can return directly to the page I was on previously before updating a profile. Thanks!

Multiple Choice in Categories

Right now, I have to click on "categories" each time I want to add a category to a profile. I would love it if I could click on "categories", click all of the different categories I'd like to add to the profile and then save in one go. Thanks!

Donation Pages - Make a TEMPATE for donor Thank You Messages.

Tracking Solicitation/ Source/ Appeal

I would like to be able to have multiple links available that feeds into the same campaign so that I can track solicitation/ source codes depending on how the donation comes in. The last CRM I worked with would allow you to set up a page that would feed in, but depending on the QR code, you could have a solicitation or source code attached to it. For example- When a donation comes in at this time of year, is it coming from the QR code that I put in my year end letter? I would like to track that.