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Allow customization to timing AND frequency of the Failed Sustaining Gift Auto Responder
To allow for better performance with the BBMS Credit Card updater, please allow us to adjust after which failed attempts the Failed Sustaining Gift Auto Responder is sent to our donors. For example, the gift fails on attempt #1. The BBMS CCU tries...0
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Make it possible to include the 'Personal Note' field from the Teamraiser donation form on the donation notification the participant receives.
There is currently a feature available for TR donation forms where a donor can include a personal note to the participant or team they are supporting. Currently, this note gets buried in the Participant Center under the progress tab/donation histo...0 Reviewed: Voting Open
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Have 'DO NOT RECEIPT" as an option for tax receipts
Currently Luminate only allows the option of "Not Receipted", or "Receipted" for event registrations. We have many events that are non tax-receiptable, however if an event is non-receiptable, Luminate currently puts it into Raisers Edge as "Not Re...0 Reviewed: Voting Open
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Add popup in BBMS / OLX for gifts being limited to $50,000
BBMS / OLX has a gift limit of $50,000. If someone tries to donate more than that, there should be a popup letting them know. We had a couple gifts over $50,000 that got rejected and we had to tell the donors to redo them in pieces under $50,00. T...0
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Add HTML elements to Teamraiser Personal and Team Pages
So that we can add links to the body text.3 Already exists
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See the donors street address whe searching for donors in TeamRaiser
When searching for a constituent under constituent360 or entering an offline donation and you are searching for an existing donor, it would be nice to also see the donors street address, not just city/postal code and email. We have several donors ...0 Reviewed: Voting Open
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Option to import more than one email type.
This has caused a major problem for us because we did not know that the email type in LO must be the same name in RE. Most of our constituents use more than one email type. In RE we name them email, email business, email spouse, email 2 etc. So wh...0
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In the participants center, add the option for participants to view or run a report of previous year donors and donation amount.
When we had Sphere our donors were able to preview and run a report on previous years donors. They relied on this information for the current year. Not to have that available is not helpful in their fundraising efforts. The only way to get last ye... -
Easily navigate to a spouse's record/have spouse gift information as 'soft credit' in the record
For example, when Mr. Smith calls to update his information or gift information, you search for him and pull up his record. You have verified all of the correct information... but where is the gift? Oh, maybe it's in Mrs. Smith's record. So you ha...1 Reviewed: Voting Open
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Under Donor Selection, when searching for Existing Donor to enter in a donation, display the full address.
Need to see the full address and not just the city, state, zip so to verify that the address has not changed since their last donation or if there are any typos that need to be fixed at that point.0 Reviewed: Voting Open