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commented on Control panel donations with NationBuilder's payment processor
THIS! I have to use an Incognito window and Copy/Paste all donor information into new window, just to capture their cc information when we do phone banking! I understand some re-tooling is required for PCI requirements, but this seems like a really important function for nations that do phone banking donation drives!
posted 2018-12-12 10:36:32 -0800
commented on Option to disable importing Twitter profiles that are retweeted or mentioned from broadcaster
We do not need to have a Twitter handle that we RT’ed or Mentioned in our “prospect” database. There should be a toggle not to import that
posted 2018-12-12 10:33:40 -0800
tagged Taylor Pineiro's Add option for "Facebook" when manually adding a donation with important to me
posted 2018-12-12 10:31:11 -0800
commented on Historical Membership Entries
This how to guide does not describe HISTORY of the membership. I.e.
Paid 2/3/2001 – 2/28/2002
lapsed
Paid 4/10/2015 – 4/30/2016
Paid 4/30/2016 – 4/30/2017
lapsed

How do we import all the membership transactions that occurred in the past, so they appear for each record, Not just those with a current membership?
posted 2017-09-28 10:29:36 -0700