It's online and able to be accessed through a network. Mass Entry is really helpful- however there are some glitches in Mass Entry that could be changed to help with efficiency. Review collected by and hosted on G2.com.
Receipts are generated individually and I have to MANUALLY combine donations given by donors that give to different accounts and split their donation. (that's a huge time waster). In Mass entry, you can't edit a donation you have to DELETE the entire thing, also in Mass Entry you can't split the donation to different accounts. No check scanning. No automatic input from online gifts. (we tried the merchant service you used and it was really bad, and the reports were not good). In General, Data Miner reports are complicated and confusing to run. It would be helpful to duplicate a donation entry, instead of having to re-input each one with re-curring. I'm finding when I run PDF reports, they sometimes drop the name of the donor on the PDF or viewer. I have to export the excel spreadsheet and then I'm able to view it. Review collected by and hosted on G2.com.
Chris,
Thank you for taking the time to respond.
I am guessing that you discussed most of your issues with support to see if there was an easier way to do things. If not please contact them with concerns.
With regards to some of your functional comments, we will look into the issue of grouping donations together into one acknowledgment. Currently folks either acknowledge an individual donation or use the Statement acknowledgment system for multiple donations. It appears you are trying to acknowledge a split donation and want the detail of the split and not just the total in the acknowledgment letter. You are right that we currently don't do this. We do have clients doing this with mail merge but I understand that to be less than an ideal situation. We'll see what we can do this summer.
As for the merchant service comment, please email me directly at DMueller@DonorSnap.com... We switched processors about 16 months ago due to a significant change in service level from our last processor. Since switching we have had very few issues with the new processor and have over 400 accounts using them. I'd like to here from you if you are using the new processor and have issues. We will address that with the processor. If you are on the old processor, it is well worth your time to switch over. Our support staff will work with you on transitioning your online forms, etc..
I'd also like to understand the comment about donor names dropping. I had not heard that before and would like to know the specifics so I can look into it.
Thanks,
Dennis Mueller
