12 results found
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Keep Attached Files When Tributes Merge
When merging tributes I'd like the ability to automatically move the attached files from the deleted tribute to the remaining tribute. Similar to the feature that was recently added when merging profiles.
15 votes -
Tribute Notification
There are currently no notifications when tributes are created. It would be nice if there would be a number next to the tab....ie (Tributes (3) like there is for donations. Otherwise you have to keep checking the tab to see if any tributes were created.
14 votes -
Ability to Change Non-Notify Tribute Details
If the donor fails to enter anything in the 'Whom to notify' area, the donation will result as a non-notify tribute. As the donor as elected not to notify the tribute, we are unable to modify and link to an established tribute.
We have chosen NOT to display our tribute names to the portal for several reasons. Now that CSuite assumes that if someone enters a Tribute name without notify contact information, that means the donor does not want to send a notification. However we are finding that the donor may have simply not known who to notify.
Our ask…
14 votes -
memorial
When I create print letters to notify folks that a tribute gift was made, I typically make edits to the letters before printing and sending. However, if someone has selected to notify the tribute via email, I am unable to edit the letter.
Could there be a setting to toggle off this option on our website so that the public can only choose to notify people via snail mail?
Or could the system allow me to edit my letter before it is emailed?
6 votes -
Tribute "Bucket" notification
On the donation page, it would be great if the Tribute Bucket would also reflect when something is sitting there and needs attention. We try to check this regularly, but it's easy to forget when you are a small shop.
6 votesWhat about a Tribute Notify custom report. You could filter to "needs notification" and set it to auto email weekly or monthly?
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Please make new tributes default to private
Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?
5 votes -
tributes content
Under Tributes content, there is a Tribute Notify Email Body that can be edited to wording of the client's choice. However, you can't add any fields that aren't in the default.
This is the default.
Default content: Dear {{name}},A gift has been made in {{memorialtype}} of {{memorialname}}.
Details of the gift have been attached to this email.Thank You,
{{site.name}}Then name field populates as the first and last name of the receiver. It would be nice to be able to change so the salutation field is there instead of name. You can't edit that before the…
5 votes -
3 votes
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Tributes sent - should be in the logs for the profile receiving the notification
Again, with my struggle for documenting when a tribute was sent and who & how it was sent to - please make this reportable.
3 votes -
Tribute search
I don't see a way to search for a tribute by its ID number. This would be helpful in updating tributes or in cleaning up data.
Thanks
3 votes -
"Tribute Sent" & "Date Tribute Notification Sent" & if mailed or emailed report option please
Hello - I am still struggling with how Tributes are tracked - I cannot find a Tribute "sent" option in default reports or in Tributes or any report that shows when it might have been sent or how.
2 votes -
tributes
It would be great if you could hyperlink the donation id linked to tributes, so you can easily click out and see more information about the gift. Thanks!
2 votes
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