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69 results found

  1. 11 votes
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    1 comment  ·  Patrons  ·  Admin →
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  2. Offer the option to perform a bulk removal of bidder numbers

    One of the default Actions on Bidders should be the option to perform a bulk removal of bidder numbers. Currently, one would need to go into each individual patron record in order to remove the assigned bidder number.

    21 votes
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    2 comments  ·  Patrons  ·  Admin →
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  3. Couples with two separate patron records should be able to share an email address

    This would make the check-in process for couples much easier.

    22 votes
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    0 comments  ·  Patrons  ·  Admin →
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  4. Create a bulk duplicate merge function

    Currently, duplicate merges can only be performed on an individual basis. This is not reasonable if there are large numbers of duplicate records in the database. There should be a bulk duplicate merge or automatic de-dupe option offered.

    6 votes
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    0 comments  ·  Patrons  ·  Admin →
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  5. The "Select All" feature on the Manage Bidders/Manage Donors page should select all on ALL pages

    Currently, in most situations, "Select All" will only select patrons on the current page. It is incredibly time consuming to perform an action on every single page of patrons. "Select All" should truly select all designated donors/bidders, or there should be the option to display all records on a single page.

    10 votes
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    0 comments  ·  Patrons  ·  Admin →
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  6. Add more filter options to the Patrons section

    There should be additional filter options when searching/performing a drill-down on patrons, such as "purchased admission tickets" or "assigned/unassigned to party".

    4 votes
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    0 comments  ·  Patrons  ·  Admin →
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  7. Offer the ability to add/edit a credit card on any payment processing screen

    Currently, not all credit card options for patrons (add/edit/delete) are available in the "Process Payment" areas of the website. A user should be able to add/delete a patron's credit card in all areas where recording a payment is an option. Perhaps include an "Accounts" tab in each individual patron record for easy management.

    4 votes
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    0 comments  ·  Patrons  ·  Admin →
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  8. Let users renumber bidders in bulk up to the day of the event

    At this time, the action to "Renumber All Bidders" is only available as an option in the Actions on Bidders menu up until the day before the event. The only option left at this point is to manually renumber all bidders. This can be cumbersome and time-consuming. The "Renumber All Bidders" option should remain available through the day of the event.

    1 vote
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    0 comments  ·  Patrons  ·  Admin →
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  9. Allow users to assign solicitor to multiple records at one time

    I would like to be able to see a list of all donors and be able to check 50 boxes next to their names to make those 50 names have a particular solicitor. Right now, I have to go in to each donor and change the solicitor. It's a giant pain. We are a PTO and have new solicitors every year and I hate entering them one by one. This would be the BIGGEST improvement

    8 votes
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    3 comments  ·  Patrons  ·  Admin →
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  10. Allow Notes to be Edited and Deleted

    We often add Notes to a Patron's record for others to handle. For example, the Reservations people enter Notes for the people handling the Table Assignments. But sometimes that information needs to be edited or deleted, and currently that is not allowed.

    21 votes
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    4 comments  ·  Patrons  ·  Admin →
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  11. Enable the salutation field to be imported

    The salutation is the only patron field that is not able to be uploaded into RSA. It is importaint to be able to both formally, and informally address our patrons. When importing from our DPO system, this is a key peice of information.

    8 votes
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    0 comments  ·  Patrons  ·  Admin →
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  12. Contact Email Address Not Unique

    Let the email address associated to a Contact on a Business Donor record be a duplicate to an email address for an individual. Many times you want to list the Donor for a sponsorship or an auction donation as a business, but the contact that you should send a thank you to at that business record is also an individual bidder. Without being able to duplicate emails you either have to list the donor as the individual, or you have no way to email a thank you note for the business record.

    14 votes
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    1 comment  ·  Patrons  ·  Admin →
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  13. Allow "Ask Selected" to b updated for donors without emails

    Right now, when you are sending out solicitations to your entire database, the only way to change the Asked Status to "yes" is to generate an email solicitation through RSA. So, any business without an associated email will not have their status changed to "yes". However, when you send out mail to all of these businesses, there should be a way to change them all to yes in bulk instead of having to change the status individually. This is important as you continue to add new businesses to the database so that you can search all those with a "no"…

    11 votes
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    1 comment  ·  Patrons  ·  Admin →
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  14. Shared Bidder Numbers Need to be Reflected in Reports

    Merge Bidders Using the Same Bidder # in Printed Materials - I think allowing couples to have the same bidder number is great, but the reports don't reflect that relationship. There needs to be a way that couples can share a bidder number and have all of reports/communications recognize that as well, especially when it comes time to send thank you letters!

    14 votes
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    1 comment  ·  Patrons  ·  Admin →
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  15. Allow patrons more account options

    Allow guests who have registered and paid for their tickets to be able to manage their meal choices, people in their party & other details. This would make having table hosts much easier. Right now when someone buys 10 seats (1 table) they have to enter the information about the guests right away. They can leave this section blank, but then they need to take the additional steps of letting a staff person know the information about their table guests and we have to enter the information. It would be much more user friendly for our patrons to be able…

    22 votes
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    4 comments  ·  Patrons  ·  Admin →
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  16. Be able to delete donors from the donor info page

    There should be a button to delete a patron when you are on that donor's specific page. Right now it seems like you have to be on the page that lists all the donors.

    10 votes
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    0 comments  ·  Patrons  ·  Admin →
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  17. Create "Online Submission Only" donor fields

    Many MANY businesses have now established their own online donation request site. I got about a dozen of my request letters responded to by people telling me that I had to go to their website to apply for a donation.
    Currently I'm using first name "Online" and last name "Only" to mark these for myself, and the "Notes" field for the web address, but this is cumbersome. Since it seems more and more prevalent, I don't think this is out of bounds, but rather the direction a lot of companies are going.
    Creating a box marked "Online Submission Only" could…

    14 votes
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    0 comments  ·  Patrons  ·  Admin →
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  18. Identify that a donor note exists

    On the update donor page if a note exists mark the 'notes' tab with the number of notes existing for the donor.

    5 votes
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    1 comment  ·  Patrons  ·  Admin →
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  19. Better management of contacts

    I'd like to see contact lists be more like the ones we use in Gmail. For example, currently you can assign donors and bidders to "affiliations".

    For existing contacts, it would be great if you could select a group of donor contacts and add them all to a particular affiliation. Currently, you have to click on each contact and separately add them to the affiliation group.

    Also, there's no way to sort lists by multiple affiliations. For example, what if I want a list of donors who are in affiliations "church and NOT school".

    6 votes
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    0 comments  ·  Patrons  ·  Admin →
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  20. Quick Method to Sell Sponsorships and RSVP

    Selling a sponsorship and recording an RSVP for the sale is currently a two step process. Record the sponsorship sale (as a donation under the Donations tab), then record the RSVP (under the RSVPs tab). This process could be streamlined to behave more like ticket sales, by adding a "Sell Sponsorships & RSVP" button to the Patrons > RSVPs tab.

    23 votes
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    3 comments  ·  Patrons  ·  Admin →
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