General Feature Requests

We recently have encountered multiple donors who have reached out unable to complete a gift due to the city selection limitations using Google Maps. We have learned that Google Maps does not include unincorporated cities in the system or allow users to manually enter their city if it's not listed. Since there isn’t a workaround that allows individuals to use the city name they typically associate with their address, then it would be helpful for Almabase to add a statement to the form — advising users to select their county in cases where their city is an unincorporated community. This will avoid us continuing to miss out on gifts from frustrated donors, who don't take the time to call and inquire about the issue.

If a donor makes a gift on an event registration page, the campaign and appeal information can be automatically set on the back end. It would be helpful if the campaign and appeal code could be preset like this for different giving pages.

When syncing event payments to a NXT batch, if there is an error, the error code should say what the error is. Also, there is wrench icon next to it that should be clickable to fix the issue or at least say what the issue is.

I would like to be able to add soft credit recipients to the Donor communication group during a Day of Giving for Thank You emails

It would be very helpful to be able to use the event merge tags such as event venue, start date/time, and event name that are available in event confirmations for any email being sent to an event list. This would include emails sent to guests or invitees of an event. An example would be if I create an email to the invitees of "Event 1", I would be able to use merge tags like Event Name and Event Venue in that email. Going a step further would be having the ability to do this in email templates. This would save a lot of time and help prevent small errors after typing event details multiple times.

When utilizing the event invitees or guest communication, it would be incredibly helpful to be able to select a previously sent email as a starting place for event reminders and follow-ups. For almost all of our events, we have 2 or 3 email invitations and an email follow-up for guests. All of these emails are very similar, with minor changes. Right now, the solution is to create an email template for every event. This works, but it would be much simpler if there were a tab under "templates" to select a previously sent email. It would save steps and keep the custom templates tab from getting overpopulated. You can copy a previously sent email, but you can't easily add it into the guest communication.

The search feature in Pending User Approvals currently only finds results for exact matches on email. The constituents are in the grid because they used an email that does not exist on their Almabase record, so we don't know the email in order to search by it. Thus, we must manually scroll (or CTRL+F) all the results pages to find the constituent we need. Being able to search by name (ex: first name, nickname, last name, full name, etc.) or partial email (ex: "text" would find text@gmail.com & text@hotmail.com ) would greatly decrease the time it takes for admins to find specific constituents. Part of this search functionality (ex: name) is available in the Data Studio, so it would be great to have consistency in the pending approvals search. FYI: Oftentimes, our alumni have a Gmail version plus a Hotmail/Yahoo/Other version with the same info before the @ sign. Search results with partial matches would make these so much easier to find. This would also be great to have in Data Studio searches. FYI: The following post regarding searching by name variations should also be applied to the Pending User Approvals search. https://almabase.canny.io/digital-engagement/p/ability-to-search-for-a-user-with-variations-of-their-name-and-not-exact-names

Building off of this thread from September ( https://feedback.almabase.com/events/p/ability-to-not-sync-guests-that-paid-offline ), it would be very helpful to have the option to not sync offline event registration. For some of our events, we sent out paper invites as well, as some older alumni do not have computers. We are adding their registration on the back end so the guest count is correct, but it is causing issues as those gifts are showing up as still needing to be synched.

The ability to add a title to the sender field of all emails.

I would like to be able to add soft credit recipients to the Donor communication group during a Day of Giving for Thank You emails