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Create a "Since last report" predefined date range
Our Finance teams run an audit report to reconcile money brought in with the balances of our various merchant accounts. Right now they have to run a report for "Last 30 Days," find the duplicate data, and delete it from the excel file. It would be...0 Reviewed: Voting Open
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Have the ability to have Team Raiser fields as checkboxes or drop-down in report filters
There are certain fields that appear to be drop-down in the front-end but are appearing as an open text field when used in a report filter. If it is is a drop-down in the front end, then it seems logical to have a choice through the filters to be ... -
Add Ability to Edit Configured TeamRaiser Navigation Bar
Currently you cannot "edit" the TeamRaiser Navigation Bar once it has been set. So if you wanted to change the label on one of the section headers or links you have to delete the whole thing and add it again. Also, if you put a link in the wrong s...0 Reviewed: Voting Open
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Update you SPF setting to match the industry standard
SPF works best if it only resolves to 10 IP adddresses. As the Luminate SPF resolve to 6, this means agencies are limited to only have 5 other SPF resolutions. Other CRM and mail services have multiple servers but do not resolve to 6 addresses e.g...0 Reviewed: Voting Open
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Allow for ability to prevent users from selecting a stationary on newly saved email templates in the Participation Center
We would prefer for our users to not be able to use any stationary when sending emails in the Participant Center. We are able to accomplish this for our "Suggested Messages" with no problem. Where we ran into an issue is when the user creates thei...0 Reviewed: Voting Open
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Allow for sorting of milestones by name or amount
Currently the milestones do not appear to sort in any particular order. Initially it seems they appear in the order they were created, but after creating 9 or 10 this doesn't continue as new ones start appearing at the beginning of the list. This ... -
Ability to assign removed constituents to a group in mass so that they can be reinstated
There is currently no way of touching removed records using uploads and so they can't be assigned to a reactivation group in mass. This limits our options between manual assignment and a Query. Neither of these options are ideal as it can be very ...0 Reviewed: Voting Open
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add a quick URL for MessageViewer
Often we want to publish the web version of an email. It's a pain to generate the URL. It would be nice to have this easily available somewhere.0 Reviewed: Voting Open
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Enable e-Cards in the testing portal for online Donation Forms
When a user enters Test Drive in the Online Giving Donation Form editor, they can use the dummy credit card and make a donation that processes completely and sends the autoresponder. However, if this is an Honor/Memorial form with e-Cards, the e-C...0 Reviewed: Voting Open
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Mail Merge Reports
When I create a new mail merge, it will not show up as completed. I have to log-out of the system, and log back in to see that it is completed and have access to the report.2 Reviewed: Voting Open