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490 results found

  1. we could choose pledge date vs. payment date for pledged giving

    Users often have some patrons who pledged money on one date and paid later, but the payment date in DonorPerfect is showing as the pledge date. It would be preferable to have control over whether the date is recorded when pledges vs. when payment is received.

    6 votes
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  2. Allow ALL patrons to store credit card information without making a purchase

    This was a previous idea marked "already exists" by RSA Support. It does and it does not (see RSA Support response below). EVERYONE who creates an account should have the option to store their credit card at sign up or any other point (e.g. through My Account>My Settings). Then we should have the ability to see who is attending who has not stored a cc, and send them a reminder to do so (including guests / guests of tables, not just those who purchased tickets directly). This would allow us to not have to gather cc info at check-in but…

    6 votes
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  3. Allow check-in/check-out without so much typing

    We actually bypassed RSA in favor of Google Docs for check-in and check-out so that our helpers could use tablets to see the lists, tap on the name, fill in anything that's missing, and send them on their way. RSA's default check-in/check-out should be from the list of names, and check-out should provide a tab so helpers can access the list of winners/items in addition to the list of bidders/guests. Both lists should lead to the same record, which can be updated/settled on the spot. Obviously, we'd rather keep it all in RSA, but we had over 400 guests at…

    6 votes
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  4. different tabs in the control center need to share info with each other

    Because we didn't have a test module when we first set up the event, we tested it/practiced by entering fake information. It ended up wasting hours of my time, because I couldn't simply go back and delete the practice entries. I had to hunt down every tab that might have saved info from the original entry and delete each one individually. Crazy! I should have been able to select the entries for deletion as a batch, and that should have included all of the affected tabs. A warning dialog would be an important safety feature, of course.

    6 votes
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    0 comments  ·  Patrons  ·  Admin →
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  5. Add import/export id as a search field when select "find a donor"

    In order to maximize the use of that import/export id (which would be a unique identifier for every donor whether its a school family or a vendor) it would be extremely helpful, when adding a donation, to be able to search for a record by that id #.

    5 votes
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    0 comments  ·  Patrons  ·  Admin →
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  6. 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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  7. Edit certificates from within the Packages

    1. Ability to see GCs from within package view not just donation view.
    2. Quick link to view what the certificate will look like from donation or package view.
    3. Something that notes how many certificates are associated with each package - would really help logistically when assembling GCs for checkout
    5 votes
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    0 comments  ·  Packages  ·  Admin →
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  8. GL Codes for Packages

    I would like to see the ability to add in GL Codes for packages to make it easier when exporting to DonorPerfect.

    5 votes
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  9. Include bidder email addresses in reports

    I would love it if this report could include the bidder's email addresses in the report as well.

    5 votes
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  10. Make it easier to navigate back to the Homepage

    Once I look at the Event Catalog, it's really really hard to figure out how to get back to the event home page. It took me four different attempts.

    5 votes
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  11. Have a childcare ticket option

    Our auction provides childcare and it would be nice to have a completely separate ticket structure for that. Currently, we have to bundle it with regular admission tickets which assigns kids a bid number and makes for manual count of actual ticket sales. It would be nice if when a couple buys a ticket there is an option to add a child or children and would keep them as a party, but keep the child separate from regular ticket sale numbers.

    5 votes
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    1 comment  ·  Setup  ·  Admin →
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  12. Database View

    Often there are times when you want to edit a number of records....to make a small comment change, revise pricing on a number of items, change items from draft to live... etc. It would be nice to have the option to get right to the data in a table to make the changes quicker view verses editing each record in the GUI interface one at a time, saving each individually...then finding the next record....etc. This could save hours of time for the user.

    5 votes
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  13. Offer the ability to deactivate Otto

    The organization should have the ability to turn off Otto for eBidding.

    5 votes
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  14. Count Down Timer for Auction Items

    We generally close our silent auction all at once, about midway through our live auction. While our MC and auctioneer announce it, it would probably add to the spending frenzy if we had some sort of count-down timer indicating time left.

    5 votes
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  15. 5 votes
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  16. Title Needs to be able to Import

    I want to be able to import the title field in Patron's record.

    5 votes
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    0 comments  ·  Import  ·  Admin →
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  17. Data could be transferred more than once prior to event.

    Because we have to true up our books monthly, it would be helpful if multiple dumps of new event data into donor perfect could occur prior to the event being locked.

    5 votes
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  18. There is a character limit in the closing message. Each time you add an image that adds to the character limit. Need this fixed.

    There is a character limit in the closing message. Each time you add an image that adds to the character limit.

    5 votes
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  19. Ability to add/change fields in Sponsorship area to allow for needed information

    We are about to set up our 3rd event using RSA. Working in the platform has been nothing short of frustrating as “Sponsorships” have such limited fields, many of them optional, and none of which can be edited/modified.

    For instance, a golf tournament registration is a Foursome, four people. Only the 1st listed person must furnish their email and phone number, all others are optional. We can’t ask for a shirt size or a handicap.

    Our next event is a clay shoot tournament. Singles or foursomes may sign up, but we needed to find out other information, such as t-shirt…

    5 votes
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    0 comments  ·  Setup  ·  Admin →
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  20. Bidder Numbers

    It would be nice if there was an option to allow RSA to automatically assign bidder numbers OR allow the nonprofit to assign bidder numbers. We use numbered paddles at our event and we would like to be able to easily assign those numbers ourselves. Last year this required calling RSA so they could switch something on their end so we could add in the paddles numbers as guests checked in. This year we forgot that minor detail and we discovered that last year's bidder numbers were still in use and we could not manually change or enter the paddle…

    5 votes
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    0 comments  ·  Bidding  ·  Admin →
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