Is it possible to capture guest email addresses on an Event form? Can a field be added to Event forms so that people can add their guests email addresses when registering for an event.
Any reason why I can't query on "planned gift" gift type anymore? We have a number of constituents who have that gift type in their records and I need to be able to identify who they are? Is there something I am missing?
Similar to the Opportunity Lists and ability to add Last Action and Next Action columns, we would like a Gift List (to follow-up on Pledges) and ability to add Last Action and Next Action columns. At present you cannot add Actions to a gift list. I have also considered merging two queries to accomplish the same result.…
Since the release of the new Grid Batch View, when I go in to edit and approve unapproved batches from our online donations, I have to configure the columns EVERY single time for EACH batch. This is incredibly frustrating and time-consuming. Batch templates only seem to apply to batches you create, not the automatic…
"Hooray", I thought. The reality is a big disappointment. In Online Express, we could define which addressee/salutation to use for primary, secondary and tertiary add/sals - which allowed us to set one up for Constituent ID (which we want to mail out to graudates on occasion as a reminder of their official ID number, so…
Kia ora team! I saw the announcement that primary salutation/primary addressee feature is now available in email marketing HUZZAH! So I immediately went to some of our regular emails we use for donor journeys and updated the merge field. Tried to send some emails, and now I am being told they have failed and to contact…
Since the launch of RE NXT Grid View for gift processing, pending incoming debit/credit card gift batches no longer display the BBMS account from which a gift will be processed. Previously, I could: — See which BBMS account a gift would process from — Change the BBMS account within the pending batch before approval This…
Hi all! I've been with my organization for about a year. I'll admit I'm old school and have always used titles for Addressees. My new place is pretty anti-title and I'm adjusting (who says you can't teach an old dog new tricks?!) but still have some questions. 1. Are other organizations still using titles? 2. What about…
HI, I think I'm having one of those days where i tend to make thing more complex than they are, and i'm missing some easy solution. I need to create a report that shows the progression of opportunities at the end of each quarter. Something like: at the end of Q1 we had 10 opps in Submitted status, at the end of Q2 3 of…
Hello, My organization also runs our local Children's Miracle Network. Part of our work with that is to keep track of our local partner visits. Our employee has to log any phone calls, visits, emails in a specific app supported by Children's Miracle Network. They are currently changing the app and I'm hoping there is a way…
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