Improvements and Feature Requests

We would love to be able to test our donation forms before going live with them. To make sure the user experience is to our liking.

Should be a way to send a test email to admin before it goes out to supporters (without having to donate and refund).

Similar to the functionality when a supporter logs into their account or a team member uses the ‘login as’ feature, this does a sync from DP to GC of the supporters account and membership info. We would like a way to trigger this on individual supporters through the POS. We suggest that when we choose an existing supporter in the POS and click ‘Use Supporter’, this triggers a sync of account and membership info from DP to GC. Often, when processing a membership renewal through the POS, we would notice that a supporters membership info is not up to date with whats in GC. We would then need to: * go to the supporters account in GC * Do a ‘login as’ to pull in the membership info thats in DP * then refresh the POS * process the renewal through the POS------ GCLD-2073

it should be great if phone numbers were auto-formatted prior to coming over to DonorPerfect: (in response to prior discussion - Please provide feedback for the GC Dev Team to format the phone #” We’d like it as follows: (999) 999-9999. Dp Matching Does DonorPerfect have records with the same phone # (after removing non-numeric characters) as the one being used in this payment? If we find one single record, we assume it’s a match. If we find multiple records, we then start looking at the first and last name on all those records. Again, if we find a matching first and last name, we assume it’s a match.”

Hi, It would be nice if we were able to change the tribute text that appears above the field, and which says: "Dedicate: Do you want to dedicate this donation or donate as a gift to someone?" The wording above does not quite fit our business case. Thank you!

We recently changed the DCC from AI to custom (we want the default % to be set at 6%). However, earlier, when we had the DCC AI enabled, the system used to show our donors 3 different options for fees, and we would love the same option for custom DCC.

We have multiple entry points for donors to donate and sign up with their org externally (outside of Givecloud). We import these donors into DonorPerfect and usually only have first name, last name and email address on their donor record in DP. When a donor donates for the first time using GC, and a match is found to an existing donor record, the billing address entered during checkout on Givecloud does not push to DonorPerfect and update their donor record. A suggestion: If no direct match is found in DP, then add the supporter to a queue and allow the org to review and choose what to do. Eg: create a new donor record show a list of possible matches and allow the org to select the donor record to sync to have the option to update the address on the donor record with what's on the contribution. ------ GCLD-2378

The current scenrio is that with recurring donations, the initial payment isn't marked as recurring when it gets synced in DP, but subsequent payments received after do get marked as recurring. Would it be possible to also mark the intial payment as recurring in DP? it would save us alot of time/effort as well as with our reporting.

We would like to have auto-sync off for ACH payments. The reason: ACH takes 3 to 4 days to process and that throws our batches off. We can move the gift after the fact, but it really takes the automation out of the process. We though if we could not sync ACH gifts then we can manually move them and make the process a bit more intentional.

When exporting a CSV of sponsorship data, the file contains the student's Reference #, but not the number that appears in the URL of their profile. It'd be very helpful to include either that number or the full URL, so that we can merge a link to their profile in mailings or email. If it was just the number, then we'd have the flexibility to use either the Admin URL or the public-facing URL.