Add in honor/memory to email notification of gift
It would be especially helpful to have in honor/memory of information included in the auto-generated email sent to the administrator when a donation is made. Instead, I have to log in to check the details of the gift which is frustrating and adds unnecessary steps.
Conditional Merge Tags
I'd like the ability to create conditional merge tags. Right now if purchases a free ticket they will get the same thank you all someone who purchases the same ticket and donates. I'd like to be able to change the thank you message based on specific donation parameters. Thanks!
Improve donor name splits on export (fix middle initials at start of last name)
Gift exports split donor name into first and last fields, but any middle initial ends up at the beginning of the last name field. Very unhelpful. Likewise "Jane and John Smith" turns into "Jane"/"and John Smith" rather than "Jane and John"/"Smith.
Receive copies of tax receipts sent to donors
Our auditors request that we can show them the process of a donation from start to finish, including ensuring the tax receipt matches the donation. This would help us provide greater transparency and strong documentation.
We live-streamed our event through Give Lively's camaign page and used the thermometer to record donations received during the event. In advance of our event we received many donations which we hoped to enter in incremental amounts on the back end throughout the fundraising. Apparently you can only enter a total amount. We learned the hard way. We first entered 25k and then entered 15k which caused the thermometer to subtract 10k from our total. Perhaps you could make it possible to accure donartions using the "Amount raised from other sources" feature.
Change of mailing address
Add a checkbox or something so that people can indicate if they recently changed their mailing address. We had a donor who made a donation recently whose address had changed but it was not obvious that it was a new address and did not get updated in Salesforce.
Individual Breakdown of Donations
I would like a way to pull a detailed summary of each individual donation instead of the exported spreadsheet which is not well formatted. Our accounting department requires a detailed breakdown for each individual donation rather than one long list of each donation.
Include SF Opportunity ID in Admin Portal exports
When applicable, include the SF opportunity ID in the Admin Portal exports to easily cross reference records that have synced to SF in one report.
Request email notification when donations made.
In order to properly acknowledge and connect with our donors, a detailed email notification for all donations would be very helpful. It could be a daily report as needed, only when there are active donations. The current method of only being notified via stripe is not a practical method. While I check the GL portal regularly when we have an active campaign, donations that come in very sporadically well after that time frame are too easily missed. (As I just discovered during a review of last year.) Thank you