Trellis Ideas

Fundraising Platform

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1
Add Gift Letter Codes to NXT Integration
Feature request
Under Review
Not critical, but it would be nice to add the Gift Letter Code field to the NXT Integrations sections for an event. I sometimes run letters in batches saving small donations from a wine pull or other...
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1
Sponsor Photo - Editing without re-finding logo
Improvement
Under Review
Each time I need to re-size or re-center a sponsor logo I have to go and find it in the list of images I've uploaded (or re-upload it). Is it possible, when I click edit, to have the image that is...
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2
Show Bid Number
Improvement
Under Review
Trellis, I am reconciling pledges from our Fund a Need. After I've added the pledge to their cart, I would also like to see (or have the option to see) Bid Numbers on the Pledges reconciliation page....
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1
Director of Development Operations
Improvement
Under Review
It would be great in the integration to only search valid or active CFA record.
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2
Messaging by Ticket Type
Improvement
Under Review
I think allowing emails to be sent out to specific ticket types rather than a few presets would be a great addition
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2
Post-Event Customizable Surveys
Feature request
Under Review
Is there a way to add in a survey tool we could set up and modify to send to our guests post-event? We don't want to survey them all the time/every event, but would like the option to edit, schedule,...
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2
"People Section" Icon Movement
Improvement
Under Review
On the "Sponsor Section" sponsors are able to be reordered via arrows. This is not an option for the people sections and should be. Or a drag and drop instead of arrows.
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3
Improve receitping
Feature request
Under Review
We need to be able to add a receipt stack (ideally) and at minimum change the starting number for receipting. We have many platforms and receipt in many ways and we need to be able to control these...
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3
Make is so Package searching is linked to the Appeal selected
Feature request
Under Review
It is brutal to find the specific Package for a specific Appeal. It would be nice if these were tied together so when I select an Appeal only the Packages for that Appeal are shown. We use Packages...
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6
Team Role Updates
Improvement
Under Review
It would be great if we had the ability to update an Organization Role after we have created a user role. I have team members who are added to certain events, and then when we create a new event, I...
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