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Search issue in Case Feed's email address
We have noticed an issue with searching email address in the dropdown menu for the "From" field of the email action.Issue is , when we type the letter 'V' for the first time in the from-address list, it sets the focus on the first…
2 days ago
Option to call Apex Class in Report or Report type
I have requirement where by passing Parent Id from Child object, Report should retrive all the Parent Products. Lot more flexibilty in filtering records
Provide the ability for a user to download a report of their giving
In the employee profile, allow the employee to export a report of their full giving history. This will allow user to sort by year, if applicable.
1 year ago
Flag a donation as anonymous
Ability to make an anonymous donation has been requested.
Make Mandatory Fields for Credit Card Donation More Obvious
We've received multiple cases of donors not being able to successfully submit credit card donations. And most of the time it's due to them not entering Postal Code properly. Currently Card Number, CVV, Expiration Date AND Postal Code/Zip all…
Include a print all option for monthly recurring tax receipts
For monthly recurring credit card gifts where a new pdf tax receipt is sent each month donors would really appreciate a combine and print all option for pdf receipts in profile. This would save a lot of time when tax season comes around as they…
5 days ago
Ability to turn off Workplace Total
Toronto Police wants the ability to turn off workplace total if the ability to select Year for the Total is not possible. Their concern is that seeing lifetime total would discourage donors to give as the lifetime total become more significant amount…
Patch Federation ID Case Sensitivity
Currently Federation ID is still case sensitive yet workplaces are (those already familiar with Salesforce platforms) aware that the patch has been implemented this summer 2020 and Federation ID is no longer case sensitive. This will be tremendously…
4 months ago
Allow a campaign to feature a charity and still allow nonprofit designations.
This option used to exist and its the method we used for all of our campaigns. We'd feature a selected featured charity (for MLK Day, Equal Justice Initiative) but then allow designations if our people wanted to designated to another nonprofit…
Add the SPC company name in the SPC Giving export
Add the SPC company name in the SPC Giving exportWhen running the SPC Giving export for our internal account we are given all donations for all or our SPC accounts. Currently the email address is the only method to isolate donors from one company to…
18 days ago
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