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Allow changing sustainer monthly date of charge
Right now, when a sustainer signs up for continual giving on a monthly interval, they are charged on the day number they gave. As example, if they donate on the 11th, they are charged on the 11th of every month. LO allows the admin to change one c...0 Reviewed: Voting Open
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Allow personalized greeting to be formatted
Currently, if you choose to automatically include a personalized greeting, it is in the default font, and cannot be formatted to match the format of the email, and it looks sloppy. We should be able to change the font family, font size, bold, etc ...0 Reviewed: Voting Open
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Transaction date for check payments
I think it would be very helpful to put in a field for the backend payment/donation entry to select the transaction date, when entering checks. This time of year many people back date the checks and the transaction date needs to be in the previous...0 Reviewed: Voting Open
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Add functionhality to be able to change duration of sustaining gifts when RE and LO are integrated
We can only change the duration of a recurring gift in LO by canceling the current one and adding a new one with the desired duration. This requires contacting the donor and getting new CC info. This is a huge pain point because if someone wants t...0 Reviewed: Voting Open
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Registration Cut-Off Date: Adding a timezone note
Identify TeamRaiser > 6. Registration Cut-off Date This is a great new feature. We set 2 events to close registration a 5:00. Around 5:30 I got a call saying the registration for the events were still open. That's because I'm on EST and the LO...1 Reviewed: Voting Open
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Allow DON_USE_NAME_MATCH_STRATEGY setting functionality for all LO constituents coming in through all LO modules, including eCommerce, Calendar Events, TeamRaiser Registrations, etc.
Currently, the DON_USE_NAME_MATCH_STRATEGY setting is only available for donations to a TeamRaiser participant and Donation2 campaigns. It is extremely challenging to manage a database of constituents where the logic around how and why records are...0
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Provide a way to merge contacts while keeping contacts registered to their TeamRaiser events
When a constituent with multiple records in Raiser’s Edge has their records get merged, one record is designated as a “secondary contact” and is emptied in the process. If this now-empty secondary contact gets deleted, that constituent also gets d...3 Reviewed: Voting Open
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Add Support for Parameters to S1300 Tag
The S1300 Secure Checkout page needs support for additional parameters to allow it to work with TeamRaisers. We need support to be able to pass FR_ID, PROXY_ID, and other TR variables to the secure checkout page/tag to allow donations to be tied b...0 Reviewed: Voting Open
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Add Help Documentation for Each Report Writer Columns
Want to know what's in this specific column of data, provide hover or help doc that explains within the product to give clear guidance on what the data column will pull. This is for data extraction. Like to have a detailed list of each column of d...1 Reviewed: Voting Open
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Improve the blueprint coaching email functionality
When using a the coaching emails feature in a teamraiser blueprint, whenever a coaching email is edited, an email copy is created in all the child events. This copy can't be edited or deleted. You can just preview or copy it. This is on top of the...0 Reviewed: Voting Open