Make it easier to bring donors from DPO into RSA
To help RSA interface with DonorPerfect - specifically for bringing donors from DPO into RSA through an import, they should store information in a more similar manner and RSA should have more of the fields that DonorPerfect has:
-RSA doesn't track specific donor types such as company, foundation, church, etc, can this donor/patron type field be added?
-Can the optional line field be added to RSA, or can the business vs individual records use first/last name the same way that DonorPerfect does?
-Can the Country field be added to RSA?
-Can fax number and business phone number be added to RSA?
-Can there be more state/province options or the ability to add more options to that drop down menu?
-Can it allow more phone number types than just US/CAN
-Can the notes field be something you can import into? Currently it's not an option
Anonymous
shared this idea
-
jess
commented
It would also be extremely helpful for us if sub-solicitation codes could transfer in addition to the more general solicitation code.
-
jess
commented
Also, along the same lines, the record is actually changed when RSA dumps into Donor Perfect, so if a donor has made a typo or input his or her name in all caps in RSA, it edits the Donor Perfect record upon transferring, which is problematic.