Jacqueline Roatch
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Activity overview
Latest activity by Jacqueline Roatch-
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
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Jacqueline Roatch created a post,
TOTALS for on donation reports in Populi
CompletedHello, Please add a feature asap to total the donations amounts within a specific filter/report. We currently have to download it off, open in excel, and calculate the sum of all the donations. Th...
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Jacqueline Roatch created a post,
Email/Letter Template Variable
Please add the following variables for donations: - Donation date- Donation amount Thank you.
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Jacqueline Roatch created a post,
Blank Address Fields in Filters
Please add an option within filters for search whether there is an address on file or not. Specifically, this would me most helpful within: 1) Home > Contacts 2) Financials > Donations > Donors ...