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Sarah Burnett

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  1. 16 votes
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    Sarah Burnett supported this idea  · 
  2. 61 votes
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  3. 130 votes
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    Sarah Burnett commented  · 

    I second Pam's comment:
    Pam commented · June 6, 2017 9:42 AM
    Also, payment method (ck#) and reference #, very useful for exporting to Donor Perfect. Donors like to see that information on their year end tax letters. Can you give us a report writer where we choose the fields and it generates a simple .CSV?

    I'm sure there are other reports we will find the standard columns lacking as well. The Data Exchange/Ticket Sales and Data Exchange/Winnings reports really need to have the payment type and reference # in order to import into DP

  4. 20 votes
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    Sarah Burnett supported this idea  · 
  5. 24 votes
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    Sarah Burnett commented  · 

    I agree that this would be a big improvement! We'd like to be able to adjust our package minimum price and minimum raises for our silent auction items on a spreadsheet and then reimport to reflect the revised $ amounts. I'm glad I just read the suggestions above, as I did not realize that we could not be able to update our patron records with an import either!

  6. 21 votes
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    Sarah Burnett supported this idea  · 

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