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72 results found

  1. Create "Online Submission Only" donor fields

    Many MANY businesses have now established their own online donation request site. I got about a dozen of my request letters responded to by people telling me that I had to go to their website to apply for a donation.
    Currently I'm using first name "Online" and last name "Only" to mark these for myself, and the "Notes" field for the web address, but this is cumbersome. Since it seems more and more prevalent, I don't think this is out of bounds, but rather the direction a lot of companies are going.
    Creating a box marked "Online Submission Only" could…

    14 votes
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    0 comments  ·  Patrons  ·  Admin →
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  2. Better management of contacts

    I'd like to see contact lists be more like the ones we use in Gmail. For example, currently you can assign donors and bidders to "affiliations".

    For existing contacts, it would be great if you could select a group of donor contacts and add them all to a particular affiliation. Currently, you have to click on each contact and separately add them to the affiliation group.

    Also, there's no way to sort lists by multiple affiliations. For example, what if I want a list of donors who are in affiliations "church and NOT school".

    6 votes
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    0 comments  ·  Patrons  ·  Admin →
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  3. Quick Method to Sell Sponsorships and RSVP

    Selling a sponsorship and recording an RSVP for the sale is currently a two step process. Record the sponsorship sale (as a donation under the Donations tab), then record the RSVP (under the RSVPs tab). This process could be streamlined to behave more like ticket sales, by adding a "Sell Sponsorships & RSVP" button to the Patrons > RSVPs tab.

    23 votes
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    3 comments  ·  Patrons  ·  Admin →
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  4. Donors should not receive bidder numbers

    We have patrons giving monetary donations online. These patrons are automatically given a bidder number because they created an account. Please add an option that allows donors to make a cash donation without being added as a bidder.

    8 votes
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    0 comments  ·  Patrons  ·  Admin →
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  5. 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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  6. 4 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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    0 comments  ·  Patrons  ·  Admin →
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  8. 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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    0 comments  ·  Patrons  ·  Admin →
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  9. International addresses

    Ability to add international phone numbers and addresses!

    3 votes
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    0 comments  ·  Patrons  ·  Admin →
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  10. Show bidder PIN on check-in screen

    Show the Bidder PIN along with their bidder number on the check-in screen, so you can give it to your attendees when they check-in. This will enable them to go start using shared bidding stations right away.

    2 votes
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  11. More flexibility with the "asked" feature

    Please make it possible to batch edit the "asked" status for donors when on the main donor list without having to send an email.

    4 votes
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  12. 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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