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69 results found

  1. 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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  2. 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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    0 comments  ·  Patrons  ·  Admin →
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  3. Sponsors Names and Logos on the event website

    It would be great if all of the Sponsors names and logos could be included on the event website - under a tab for Sponsors.

    14 votes
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    0 comments  ·  Patrons  ·  Admin →
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  4. Sponsors who are not coming

    When we have a sponsor who we know is not going to attend our event, I wish there was a way to mark that in RSA and have those seats NOT show up in our tally on the dashboard. I have had to keep track of those who are not coming in a separate document and deduct that from the total on RSA in order to calculate how many plates of food we need to order from the caterer.

    3 votes
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    0 comments  ·  Patrons  ·  Admin →
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  5. Donors in Donation Import

    I would like to be able to import donations and include the donor information. Currently you have to link it after import.

    4 votes
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    1 comment  ·  Patrons  ·  Admin →
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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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    0 comments  ·  Patrons  ·  Admin →
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  7. Donations from years past under each patron instead of switching events...

    Could RSA list all donations from years past and the current under each patron name/business instead of having to switch from year to year to view the donation given by the patron. This would save SO much time!

    6 votes
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    0 comments  ·  Patrons  ·  Admin →
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  8. Make Bidder Under Everyone

    I want to be able to under "Patrons- Everyone", choose at the bottom under "actions on everyone" to be able to mass create people as bidders.

    12 votes
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  9. Provide an PDF Version of the eBidder Tip Sheet for Digital Distribution

    The eBidder Tip Sheet only allows you to print a copy of it. There is no option for a version that can be electronically distributed to Bidders. It would be useful to have a version, PDF or other format, that can be digitally distributed to Bidders for virtual and online only events

    9 votes
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    0 comments  ·  Patrons  ·  Admin →
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  10. Bidders and/or Donors from previous events were marked.

    When you bring people over from the previous event, it would be great to have a way that people are marked so they can be filtered to be sent a separate communication from everyone else.

    22 votes
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    1 comment  ·  Patrons  ·  Admin →
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  11. edit patrons in table mode

    be able to edit a series of patrons by either scrolling through them (vs. returning to patron list) OR allow an editable table view of the patron list so that each record doesn't need to be opened in order to edit it

    4 votes
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    0 comments  ·  Patrons  ·  Admin →
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  12. [email protected]

    Scrolling through patrons after the event to delete non-attending patrons to clean up the database--it would be great not to have to start back at page one after each deletion, I'd like to be able to pick up where I left off in the alphabetical list.

    12 votes
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    0 comments  ·  Patrons  ·  Admin →
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  13. Jump To This Field Message

    Instead of saying "jump to this field", and not taking the client anywhere, the message should instead list what the client has to do in order to take action that they are trying to accomplish.

    9 votes
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    1 comment  ·  Patrons  ·  Admin →
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  14. a scannable barcode could be created for each Bidder

    The barcode could be generated and be scanned for entering winnings, adding monetary pledges, and/or checking out.

    9 votes
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    0 comments  ·  Patrons  ·  Admin →
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  15. Businesses should be able to be bidders

    Businesses should be able to be bidders. Currently you're not able to convert a business to a bidder, but donations could be made and purchases made on behalf of a business for the business which should receive its own tax-deduction receipt for any amount over the value of the item.

    31 votes
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    2 comments  ·  Patrons  ·  Admin →
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  16. 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…

    33 votes
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    2 comments  ·  Patrons  ·  Admin →
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  17. Provide a Discount Code for admission tickets

    Allow users to enter a Discount Code on admission tickets.

    47 votes
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    9 comments  ·  Patrons  ·  Admin →
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  18. The "Back to Patron List" button should remember which page of the patron list you were on

    It would be really helpful if after going to Patrons > Everyone > and drilling down into a patron record to edit them, when you click the "Back to Patron List" button it would take you back to the exact page in the list of patrons that you were on previously. It can take extra clicks to get back to your particular page if you have a lot of patrons.

    35 votes
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  19. Attend but not be bidders

    We want the ability to be able to enter someone under Patrons- RSVP's, but not have them be a bidder. We have many children that attend our events, they aren't bidders but we want to be able to assign them to a table.

    15 votes
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    1 comment  ·  Patrons  ·  Admin →
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  20. Bidder accounts could be used to update guest lists

    Often sponsors purchasing large ticket amounts may not know the names of all their guests at the time of purchase. It would be great if their bidder account could link to their guest list in the control center so that they could enter guest names and then RSA would create the bidder and add the bidder to the sponsor's guest list. This would cut down on the need for event staff to manually update guest lists.

    28 votes
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    3 comments  ·  Patrons  ·  Admin →
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