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Provide an option to create an annual consolidated tax receipt
We need this for our monthly donors. We need Luminate to be able to produce an annual consolidated tax receipt (as opposed to automatically generating a monthly tax receipt) as this is what most donors prefer. We need this solution to be easy to...1 Already exists
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Add coaching emails to the overall email calendar
Currently only emails created in the Email > Email Campaigns section will be added to the email calendar, while scheduling coaching emails in Team Raisers does not add them to any calendar. If the purpose of the calendar is to be a "master camp...0 Reviewed: Voting Open
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Allow Donor Cover to be unchecked by default.
Donors may feel uncomfortable about being forced into using Donor Cover. We should have the option of whether or not it's checked by default. Theoretically, this is very simple!0
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Offer a Volunteer module (like in Sphere FAF).
There is not a good way in TeamRaiser to offer volunteer slots/locations and be able to automatically show when they are filled. We had this capability in Friends asking Friends, but we've been needing it with TeamRaiser for our various events. If...2 Reviewed: Voting Open
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Add Phone and Email validation to Donation Forms
Request to validate phone numbers and emails on the donation form page and alert the user to an error in the field. Validation is currently available in Constituent360 when editing records.0
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Add a date /time of the last update to the Luminate Status page
The Luminate Status page at status.convio.com does not have any indicator of when it was last updated and/or how frequently, so it's difficult to know how fresh the information is. In addition, while the yellow, green, red indicators are useful at...2
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Add Gift Notes to one of the Donation Reports
One of our donation forms has the option to add "Gift Notes" where they can leave a note to someone they are make a donation in honor of or they can simple let us know that they would like their donation to be designated to something that isn't on...0
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Allow USERS to edit/delete Calendar Event Category and Calendar Event Affiliate Tag
We would like to restructure how our organization is using these two fields, because we are a large healthcare organization that is constantly growing and bringing in new hospitals, and we need to be smarter about our naming conventions and filter...0 Reviewed: Voting Open
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Not make users look up their zip + four to email a representative when the zip is split across two districts.
In an action alert targeting state reps/senators, Luminate seems unable to locate targets with just the address. Instead it relies on the zip code and generates this error when a zip is split across districts: The zip code you have provided is spl...0 Reviewed: Voting Open
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Merge teams in TeamRaiser
We have teams that were created previous years and when then start a new team, they forget to bring back their old team or want to change the name so they create a new team. then they realize they had a team from last year and want the information...2 Reviewed: Voting Open