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72 results found

  1. 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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  2. 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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  3. Archive option for old Guest Names.

    A way to Archive past attendees. Since we can't eliminate old bidder names was have to go in every year and mark XXX in front of previsou or duplicate listings to make sue our check our staff doesn't log winning bids under old names or guests not currently in attendance. I wish we could go through and move all of the no longer current names to an archive file to get them off of the mail list.

    4 votes
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  4. 4 votes
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  5. International addresses

    Ability to add international phone numbers and addresses!

    3 votes
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  6. change bidder/donor status from an on/off checkbox to a fillable field

    Bidder/donor status should not automatically carry over from event to event. We should have the ability to globally &/or individually change that status. Or change the status to a fillable field so we can track which events patrons donate to or bid in from event to event

    3 votes
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  7. Need to be able to merge business and patron records

    I select both the business and the person and then select "merge selected" and it tells me I can't merge a business with a person.

    3 votes
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  8. Allow some defined symbols in bidder number custom entry

    We assign bid numbers by table (ex, Table 2 seats 10 so the bidders at that table are assigned bidder numbers 2-1 through 2-10.) This allows us to easily sort/deliver receipts at the end of the night. But the entry requirement only allows numerals.

    1 vote
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  9. 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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  10. Links in Software

    It would be very helpful if when you are looking at a Patron Winnings page, that you have a link to the package page in the text "Package Won: xyz", so that when we want to remove the bid, it's faster to get to the page

    1 vote
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  11. allow customized record matching criteria

    Please add a setting where we can test and customize record matching criteria before importing into DonorPerfect. We ended up with over 100 duplicate records after the import.

    1 vote
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  12. Delete Bidder if they didn't win

    You should be able to remove a bidder even if they bid on a package but didn't win.

    1 vote
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