Jacqueline Roatch
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Activity overview
Latest activity by Jacqueline Roatch-
Jacqueline Roatch commented,
I agree with the others. This is an important feature request. It needs to be improved to be competitive with other donor CRM platforms. Our VP of Advancement is not happy with the current langu...
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Jacqueline Roatch commented,
I love this, and our school would really benefit from it as well!
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Jacqueline Roatch commented,
We absolutely have a need for this! We need to be able to export relationships, especially when we export lists of alumni and donors for mailings. The Communications > Mailing Lists area does not...
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Jacqueline Roatch commented,
Thank you!! This feature will be very helpful to us!
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Jacqueline Roatch created a post,
Add spouse relationship to the Available Fields in the Export Donor Information pop-up
I want to request a feature: add relationship (or at least spouse-relationship!) to the "Available Fields" in the "Export Donor Information" pop-up. Currently, when we pull a donor report, we ...
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Jacqueline Roatch commented,
Populi does not automatically include the soft credit person in a letter that may be composed. When I go to Actions > Compose Letter, the letter only goes to the main donator because there is no p...
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Jacqueline Roatch commented,
We would like to see dollar amounts, both for the donors screen and the donations screen (especially the donations screen). It would be easy to add it directly to the right of the number of results...
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Jacqueline Roatch commented,
Hi Adam, We find it very inconvenient to download an excel spreadsheet and then create a "sum" equation to determine the totals of a certain giving range. In Financial > Donations > Donations, when...
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Jacqueline Roatch created a post,
Advancement Acknowledgement Letter Template & Auto Saving
Hello, We would apprecate for the advancement acknowledgements to be revamped a bit. - Include an email/letter template feature right where the acknowledgement button is. - In this template, have t...
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Jacqueline Roatch commented,
Yes, where can this feature be found? - Jacqueline