Jacqueline Roatch

1. Community
2. Feature Requests

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 ...

• Jacqueline Roatch
• Created June 10, 2024 17:03
• 1 follower
• 0 comments
• 0 votes

1. Community
2. Feature Requests

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...

• Jacqueline Roatch
• Created December 21, 2023 23:23
• 1 follower
• 1 comment
• 0 votes

1. Community
2. Feature Requests

Hello, 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...

• Jacqueline Roatch
• Created December 13, 2023 16:56
• 4 followers
• 7 comments
• 1 vote

1. Community
2. Feature Requests

Please add the following variables for donations: - Donation date- Donation amount   Thank you.

• Jacqueline Roatch
• Created November 03, 2023 19:06
• 1 follower
• 0 comments
• 2 votes

1. Community
2. Feature Requests

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   ...

• Jacqueline Roatch
• Created November 03, 2023 16:08
• 1 follower
• 0 comments
• 1 vote

1. Community
2. Feature Requests

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...

• Jacqueline Roatch
• Created November 03, 2023 16:00
• 3 followers
• 2 comments
• 1 vote

1. Community
2. Feature Requests

Easy 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...

• Jacqueline Roatch
• Created July 12, 2023 17:42
• 2 followers
• 1 comment
• 0 votes

1. Community
2. Feature Requests

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...

• Jacqueline Roatch
• Created October 28, 2020 14:45
• 1 follower
• 0 comments
• 1 vote

1. Community
2. Feature Requests

We want to automatically thank each reference who submits a recommendation.  We would like to customize the language. Can this be added as a feature?

• Jacqueline Roatch
• Created May 07, 2020 13:39
• 2 followers
• 0 comments
• 1 vote

1. Community
2. Feature Requests

It would be useful to have an option to auto-assign all of one type of application to a certain representative when new applications are started.

• Jacqueline Roatch
• Created May 07, 2020 13:35
• 2 followers
• 0 comments
• 0 votes