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make the clearing of ACH transactions that have not cleared a regular Monthly System Task
Would really appreciate if you could please built into LO a regular monthly process whereby your clear ACH transactions that have not been cleared. Currently, because this is not being automatically done (where informaton from IATS for Rejected or...0
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Allow constituents to update billing information for recurring transactions that were made on forms that are currently unpublished or archived.
No description provided0
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Incorporate an undo function into the new email builder
As with classic email and many other WYSIWYG editors, it would be helpful to have an undo function in the drag and drop editor of the new email environment.0 Reviewed: Voting Open
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Have automatic merging tool select the oldest record as Master
We run analytics on new supporters in LO. However LO makes a lot of duplicates and will merge them, but we often find the new record is made the Master and therefore the creation date is not the actual date the supporter began engaging with us onl...0
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remove Event Attendee report filter restriction to allow filtering by other event data (e.g. Category)
With calendar events dating back over a decade, we need a way to compile attendees from common events to target our outreach.2 Reviewed: Need Further Info
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Allow recurring donations to checkout forms to be edited by admins and service center
Currently recurring gifts made through checkout cannot be edited and the only way to change the amount/cc info/schedule is to cancel the gift and start a new one. Since we're changing all our forms to checkout by March 2025, this will become a hug...0
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Provide a way to resend autoresponders
There should be a way to resend or reissue autoresponders. It has happened several times where I have been contacted by a registrant to an event who didn't receive confirmation of registration, or other autoresponders (either it went to a SPAM fol...3 Reviewed: Voting Open
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give the ability to edit the Title options, or add the non-binary option and an "Other" option to self identify
The title field on donation and registration forms needs to have more options. We would like the ability to add custom Title options and have it linked to the Title field on the Constituent 360 profile rather than use the Custom fields under Addit...4
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Give admins the ability to customize all preset aspects of Event Autoresponders, from confirmation details to the salutation
Currently, the confirmation email for events have baked-in elements including confirmation details. These elements don't appear in the preview for the message and yet--suprise!--they appear on the autoresponder. The styling is inconsistent (which ...0 Reviewed: Voting Open
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make it easier for donors to update their payment method.
One of our most common donor requests is to change their method of payment for their recurring donations. Even when donors sign in to their Donor Portal, they are confused on where to navigate to in order to accomplish this. It should be easily ac...0