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Allow Sorting/Editing for downloaded Live Participant Reports
If you currently download a Live Participant Report as an .xlsx from a TeamRaiser, you are unable to sort and edit due to the Excel file having a protected password built-in. There is no way to unlock the spreadsheet, so it's read-only. This defea...Will not implement
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Add Autoresponder Emails to "Emails sent" interaction tab so admins can easily confirm if the message was sent/received by constituents.
No description providedAlready exists
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Allow admin to receive email notification when monthly donor changes payment info or payment amount
It's easy to manage monthly donation and avoid callsReviewed: Voting Open
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reorder designess
I would like the ability to re-order designees on a donation form.Planned
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Add Ability to Exclude Inactive Registrations from TeamRaiser Participant Tasks
We are requesting the ability to filter or exclude inactive registrations within TeamRaiser Participant Tasks. Currently, TeamRaiser Participant Tasks include registrations marked as “Inactive” in their results, with no available configuration opt...Reviewed: Voting Open
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Improve the interface on the TeamRaiser Participants Task builder.
The TeamRaiser Participants task is useful tool for creating a Group of all participants from certain cities over multiple years, or other such factors.However, the UI is a bit limiting and becomes an 'eye chart' for organizations that have had hu... -
Add Donor Cover Revenue to Canned Donation Reports
We turned on Donor Cover last month and I had to create a clunky custom report to see how many donors took advantage and how much was raised. Please add a Donor Cover total to the Donations by Form and Donations by Transactions canned reports.Planned
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Add a date range filter to the autoresponder report in the Report Writer
We created an autoresponder report in the Report Writer. Because it is not possible to filter by campaign, we are using a unique sender email for our campaign which seems to be working fine for now but there is no option to filter by data range. I...Reviewed: Voting Open
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When registering an additional person, add button to "exit" additional person regflow and return to the Registration Summary page/step
When in the Register Additional person flow during TR registration, add a button to allow the user to exit the additional person regflow and return to the Registration Summary page/step. If a user decides they do not want to register an additional...Reviewed: Voting Open
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Do not create an active constituent record when it results from failed transaction
In order to determine if a transaction is fraudulent, LO first has to create a constituent record so the information can be sent to the merchant account. I propose making a product change so that the system not create an *active* constituent recor...Planned
