Sarah Burnett
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16 votesSarah Burnett supported this idea ·
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An error occurred while saving the comment Sarah Burnett commentedI agree that this would be a big improvement! We'd like to be able to adjust our package minimum price and minimum raises for our silent auction items on a spreadsheet and then reimport to reflect the revised $ amounts. I'm glad I just read the suggestions above, as I did not realize that we could not be able to update our patron records with an import either!
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21 votesSarah Burnett supported this idea ·
I second Pam's comment:
Pam commented · June 6, 2017 9:42 AM
Also, payment method (ck#) and reference #, very useful for exporting to Donor Perfect. Donors like to see that information on their year end tax letters. Can you give us a report writer where we choose the fields and it generates a simple .CSV?
I'm sure there are other reports we will find the standard columns lacking as well. The Data Exchange/Ticket Sales and Data Exchange/Winnings reports really need to have the payment type and reference # in order to import into DP