Manually reissue donor receipts
It would be great to have the ability as an Admin to reissue donor receipts for tax purposes, so the donor doesn't have to go through the work of setting up an account to find past receipts.
notifications for donations
I'm not sure why this still isn't a feature, but it would be nice to be notified when someone donates! it's hard to track things when you don't know they are changing, and every other system we've used allows you to set a notification by email.
Please allow admins to do test donations to walk through what the donor experience would be without having to actually make a donation. I understand you can make a donation and refund it, but if you use a credit card then the nonprofit is still charged the fees.
Pull donor data without exporting CSV
Query donor data from the Admin Portal via a datepicker feature
Move donations from campaign to fundraiser in admin portal
We've had several donors accidentally donate through the wrong page, and while we're grateful support can handle it on the back-end. I'd love to be able to move those over myself.
Different thank you emails for one-time vs. monthly
It would be nice if it were possible to customize the thank you emails sent out for one-time vs. recurring gifts. We would want to use different messaging to acknowledge our monthly donors. At the risk of over-complicating, it would further be preferable to send one message for the first monthly gift from a donor, and a different type of message for subsequent monthly gifts.
Customizable Dedication Email
Can we edit the email that is sent out for dedication notifications? I would like that to be customizable like a thank you email.
Audit Trail for Page Creation/Edits
Currently, with Campaign, P2P, and Team pages, the only tracking info I can see is when the page was last updated. I'd like to know: Who created it and when Who updated it last and when There's probably more that I'm missing, but this would be a good start.
Open page link in a new tab
Currently, clicking on a page link replaces the current page. There should be an option to open the target of the link in a new tab or the default should be to open the page in a new tab.
Reformat Donation Date Field In Exported Data - NOT Currently Readable as Date by Excel
The date fields in exported data are not formatted so that Excel can read them as dates. This is REALLY problematic. The imported data cannot be sorted by date without us having to parse ALL the donation_date cells into two separate fields, reformat them as date and time. Surely you can split your own date and time into separate fields, so when we import it, we don't have to. EXAMPLE: Jul 17 2020 3:25PM EDT This becomes a Text Field in Excel.