Taylor Valley tagged
Allie Whitefleet's
Saving a finances filter with important to me
posted 2019-04-06 12:08:07 -0700
Taylor Valley
published Potential Duplicate Filter - Reviewed vs. Unreviewed in Issues & suggestions
posted 2019-04-04 17:46:15 -0700
Taylor Valley commented on Fix the "Died" activity
Thank you for a quick update on this one. We appreciate it!
posted 2019-04-03 17:50:41 -0700
Taylor Valley commented on Batch Update - Custom Fields
We use custom fields for the various types of constituents we serve at the university. These constituent types change frequently, like when a student is no longer a student anymore or when a faculty member retires.
First, we should be able to batch update custom fields in general, that be great. But most importantly, we can’t clear these fields out, even through the import tool because you can’t import null values (see below). This means we’ll have to pay for a custom data job through NB each semester when we need to change over constituent types.
Not a great workflow for something so crucial to good data management. Hope this gets addressed soon.
posted 2019-03-20 22:15:29 -0700
First, we should be able to batch update custom fields in general, that be great. But most importantly, we can’t clear these fields out, even through the import tool because you can’t import null values (see below). This means we’ll have to pay for a custom data job through NB each semester when we need to change over constituent types.
Not a great workflow for something so crucial to good data management. Hope this gets addressed soon.
Taylor Valley tagged
Tim Wayne's
Please allow video files to be uploaded with important to me
posted 2019-03-07 13:53:45 -0800
Taylor Valley commented on Customizable Finance Exports
This would be really nice to have and it would mirror the functionality on a people export. I have to use a script to cut the 150 columns we don’t need on every export. Not a terribly big deal, but would really love to see consistent functionality when it comes to exports.
posted 2019-03-07 13:47:37 -0800
Taylor Valley commented on Ability to unsend or recall email blasts for short period of time
We left our last email provider for this reason and continue to use Mailchimp as our primary ESP because of this feature (among other reasons like drag-and-drop templates and ease-of-use for non-tech folks).
posted 2019-03-07 13:45:42 -0800
Taylor Valley tagged
Lauren Rowse's
From name doesn't appear in replies sent from control panel with important to me
posted 2019-03-07 13:44:21 -0800
Taylor Valley commented on Batch deleting a membership should show the relevant CPU as the author
I find this to be confusing as well. I would much prefer if NationBuilder put the name of the control panel user who initiated the batch delete. It’s just inaccurate to say that the person deleted their own membership.
posted 2019-03-07 13:43:14 -0800
Taylor Valley commented on Reports of Facebook not linking to NationBuilder as expected
Totally understand the complications are on the Facebook API side, but broken links have made cleaning up duplicate Facebook profiles impossible. We’re seeing this on the vast majority of profiles in our nation. Hope to see a fix soon and thanks for the updates!
posted 2019-03-03 08:17:06 -0800
Taylor Valley tagged
C.J. MinsterCheng's
Allow donors to update credit card information or cancel recurring donations with important to me
posted 2019-03-02 05:48:11 -0800