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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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Allow admin to update just the routing number and allow switch to ACH without having to cancel Credit card

1. When a bank merges or changes name and the routing number changes, we have to contact the sustaining member to obtain the new routing number. We also have to ask them for the same checking account number, even when it is information that is already stored in LO. In reality, you can look up a new routing number for the bank without contacting the donor. If we could just have the option to update the routing OR checking number and not have to do both, we could do all of this seamlessly behind the scenes and not have to contact anyone. It would be nice if the routing # and checking account were separate lines to update

 

2. I think this has already been mentioned, but it would be nice to switch a donor from CC to ACH without having to cancel the gift and start an entirely new one on the date that their gift is set to run.

  • Whitney Day
  • Sep 9 2015
  • Reviewed: Voting Open
Area of the Product Donations
Org/Company Name KUNC
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