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Add survey reminder at expiration or provide a neverending option
Surveys expire! And ALL OF OUR CLIENTS use survey in order to register new constituents. Because an end date needs to be selected, and is often selected in the far future (several years) it is highly possible that the survey would expire, preventi...2 Reviewed: Voting Open
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Allow everything to be pushed from the blueprint to the child events.
Currently there are several items you need to add to the blueprint before uploading all the child TRs or else they will not push to down to the child TRs (upsells, participant types, milestones, discounts, suggested messages, custom pages, etc). I...1 Reviewed: Voting Open
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change how Automated Duplicate Management retains Creation and Origin fields
Automated Duplicate Management currently keeps all the information from the master record, which is the record with the most recent activity or most recent creation date. This is good for address information and custom fields, but bad for tracking...1 Reviewed: Voting Open
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Allow users to pin date order for transactions in constituent records
Currently transactions automatically sort oldest to newest. Generally we are looking at the most recent transactions, not the ones from five years ago, so you have to find the constituent, go to Transactions, click on Last to sort, scroll to the b...0
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Make the captchas more configurable especially so the use of dictionary words can be eliminated.
The captchas for LO forms are great but they aren't hard to read for a bot equipped with OCR. So it would be good if they could be changed by the customer to be as complicated/difficult or as simple/easy as the customer wants, especially so they c...0 Reviewed: Voting Open
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Delete Multiple Email Groups at the Same Time
It would be very useful to be able to delete multiple email groups at the same time. We have been using Luminate (Convio) for a number of years. I would say 75% of our email groups are a one time group. We have hundreds of email groups, and to del...
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Reviewed: Voting Open
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Discount code report
A way to report on an archive view of all of the discounts that you have setup across all of your TeamRaisers. A report that shows all the discount codes in the TR with name, info, # available, # used, etc...
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Reviewed: Voting Open
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Filter a Query based on Date Added to Group
I'd like to be able to do a Welcome series sent based on date someone was added to a given group. This is not a clause that can be added to the Query for the date this interaction takes place. So there is no way to set up a recurring Welcome serie...
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Reviewed: Voting Open
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Coaching email filters to schedule emails to people who have registered based on x days out from the event
We would like the ability to have filters that allow us to schedule coaching emails for people x days before their event0 Reviewed: Voting Open
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Improve Survey Autoresponder; include option to repeat survey responses in the AR
With certain types of surveys, we want the Autoresponder message to serve as a confirmation to the user of what they signed up for. Example, we're using Surveys to sign up volunteers for shifts, and we want their choice of shift to be in the AR to...1 Reviewed: Voting Open