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495 results found

  1. Transfer to Donor Perfect before the event is locked.

    To have the ability to transfer event data to donor perfect before the event is locked. Currently the transfer to donor perfect won't work until 4 weeks after the event.

    76 votes
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    8 comments  ·  Import  ·  Admin →
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  2. Improve cross tab navigation

    Improve navigation so that when switching tabs between Items and Patrons, say, one returns to where one was before switching. Currently, the only way around this is to option each section in a new tab, so that one's place isn't lost.

    2 votes
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    0 comments  ·  Home  ·  Admin →
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  3. Complementary Tickets Online

    We would like to be able to sell complementary tickets online.

    27 votes
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    4 comments  ·  Setup  ·  Admin →
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  4. Allow users to specify report columns

    Add "primary category" to Package Sales Margin report. Or better yet, let us select our own columns for each report.

    13 votes
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  5. Bid sheets could be printed to reflect any Pre-Bids that are made leading up to the event

    It would be nice to be able to print out up-to-date bid sheets. That way, if we lose internet during the event, we can continue to manually update our bid sheets throughout the event.

    3 votes
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    0 comments  ·  Bidding  ·  Admin →
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  6. Billing address entered when bidder puts credit card on file should populate the patron's ADDRESS and ZIPcode fields if they are blank

    If a patron puts a credit card on file at checkin, we are required to enter billing address and zipcode. That information should populate the Address and Zip fields on patron's record IF they are currently blank. Similarly with email if patron gives email address for receipt, the info should populate the email field on patron record if currently blank.

    26 votes
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  7. Donation receipts were created for donations

    It would be extremely helpful if donation receipts were created for items that were donated.

    Ultimately, just adding the donations category to the consolidated winnings receipts would be exactly what I would like to see.

    Similar to how it looks for the Bidder Thank You Letter.

    It was a very cumbersome process to use the bidder thank you letter to get what I needed to thank anyone who donated, purchased/won items and paid. It would have been much easier to just print out all of the consolidated receipts and send those to anyone who needed them.

    23 votes
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    0 comments  ·  Donations  ·  Admin →
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  8. DPO integration should allow for more specific gift codings

    Because sponsorships/monetary pledges/in-kind donations often need to be tracked separately within DonorPerfect, it would be great if the DonorPerfect Transfer screen gave you the option to set codes separately for these different categories of gift transactions. This way you could give one sub-solicitation code to sponsorships, a different one to in-kind gifts, etc.

    32 votes
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  9. 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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    0 comments  ·  Patrons  ·  Admin →
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  10. Search and edit bidders by Party

    I'm looking for members of a particular party to assign table numbers but have to go through RSVP by Party Report, search each one by name and individually change table numbers.

    7 votes
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    0 comments  ·  Patrons  ·  Admin →
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  11. Winning Report by Table

    We want a winnings report by table, so that we know where people are sitting and how much money that table made, and also what they won.

    9 votes
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  12. Identify the PayReady Guests on the Check Out Guests Screen

    On the Check Out Guests screen, the drop-down box shows the list of everyone who owes money. It would be nice to identify which people in that list are already PayReady (have a credit card on file) so that it makes it easier to go to that person and process their credit card. Each name could look something like "Smith, John [1234] (PR)" in the drop-down list.

    Note that this is in lieu of having a mass card processing operation, which has been requested separately

    16 votes
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  13. There should be a place where we take in event data which can then be reported on.

    It would be beneficial to all of our clients if there was a way where we could track how everyone is running events and can then share the data of the type of constituents that attend, how many, how technology based the event was, etc. This data would be used to answer commonly asked questions and assure everyone they are running their event to it's maximum potential.

    1 vote
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    0 comments  ·  Documentation  ·  Admin →
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  14. Increase Raffle Max Ticket Amounts

    I would like to add more of a quantity then 9999 for raffle tickets. We have 19,000 tickets that we are selling.

    1 vote
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    0 comments  ·  Packages  ·  Admin →
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  15. 1 vote
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    0 comments  ·  Packages  ·  Admin →
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  16. Check in by Table

    I want to be able to check in people by table number, instead of just being able to check individual/couples in by bidder numbers.

    22 votes
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  17. Modify Packages that have Bids

    I want the ability to modify anything on a package even if it already has bids.

    28 votes
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    0 comments  ·  Packages  ·  Admin →
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  18. Patron Notes Report additions

    Patron Notes Report should be able to show Meal choice and whether they have a registered card on file.

    2 votes
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  19. Other Payment - Add Pop Up Box for descriptive detail

    When payment is logged as other during check-out, please give a pop-up box to enter extra details--just like when the check option is chosen and the check # pop up box appears. This will help with reconciliation of payments.

    4 votes
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  20. Allot Ticket Money toward Purchase instead of Refund

    If someone buys a ticket, but then doesn't need it- I want to be able to give them a credit toward their purchases that they can use, instead of refunding.

    4 votes
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    0 comments  ·  Patrons  ·  Admin →
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