Edit the In Honor/Memory Notification Email
Allow customization of the automatic email that can be sent to honorees when a donation is dedicated to them.
First time donor
For daily/weekly/monthly reporting, it would be great to include a field in the data exports that indicates if someone is a first time donor. This could be first time one time donor or first time monthly donor.
Ability to add multiple custom fields
It would be great to be able to ask for name, email, address, phone and optional or required custom fields (checkbox, radio button, multiple choice or text).
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.
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.
Easier access to Dedication Recipient Information
Please make the recipient information downloadable along with the donation information. I've always had access to this in other donation portals. It makes it really helpful when identifying memorial donors and knowing who has been notified of what gifts.
More Customizable Thank You Email
In general, it would be great if we could have more control over the Thank You email through the admin portal. Specifically, we would like to be able to update the language on the tax receipt so that is in line with the legal language our organization uses.
Pull donor data without exporting CSV
Query donor data from the Admin Portal via a datepicker feature