Settings and activity
8 results found
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3 votes
Leeann Wright shared this idea ·
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7 votes
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6 votes
What about a Tribute Notify custom report. You could filter to "needs notification" and set it to auto email weekly or monthly?
An error occurred while saving the comment -
8 votes
An error occurred while saving the comment I agree - also, adding the ability to export as a .csv as our bank doesn't support .txt. We have to export as .txt, convert to a .csv, then manipulate columns and the date fields in order for our bank to accept. By the time it takes to do all that, we can probably just enter the information by hand. I'd really rather let the CSuite system do the work instead of me! :)
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13 votes
An error occurred while saving the comment I agree - also, adding the ability to export as a .csv as our bank doesn't support .txt. We have to export as .txt, convert to a .csv, then manipulate columns and the date fields in order for our bank to accept. By the time it takes to do all that, we can probably just enter the information by hand. I'd really rather let the CSuite system do the work instead of me! :)
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58 votes
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14 votes
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30 votes
An error occurred while saving the comment Allow the tributes template to import notes the donor made. For example, Donors often make a gift "In Honor" of someone on their birthday and the donor writes "Happy Birthday" in the "additional notes" section of the online donation form. There is no way for me to pull that information into the tribute template.
Maybe? At any rate, it would be nice to know when something is sitting in that bucket. The little number by the bucket names "(2)" is nice - it's easy to see, and wouldn't require the extra steps of having to set up a report.