Jacqueline Roatch
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Recent activity by Jacqueline Roatch Sort by recent activity-
Archiving letter and email templates
This feature request seems pretty self-explainable. We'd like the option to archive old letter and email templates without deleting them. Thanks!
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Online Donation Pages updates
I'd love to see an update to the donation pages to make it more competitive to other donation platforms. On the donation amount page, I'd like the recurring donation option to appear here. However...
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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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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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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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Email/Letter Template Variable
Please add the following variables for donations: - Donation date- Donation amount Thank you.
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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 ...
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Activity Feed - Add a "Meeting" Option
We are running into an issue with the activity feed. As we have transitioned over to Populi for advancement, we would like to log information for when there is a meeting with a donor or board memb...
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Donation Feature Requests
AnsweredEasy requests for ease of working:- Add the Campaign title to a campaign without any donations recorded in it yet. Currently when you go into a campaign without donations, it does not tell you whic...
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Admissions Upload Field Notifications
As our college utilizes the admissions applications available through Populi, it would be very helpful to have a feature for the "upload" fields: This feature would send an email to the applicant's...