Nonprofit Admin Portal

It would be great to be able to ask for name, email, address, phone and optional or required custom fields (checkbox, radio button, multiple choice or text).

Query donor data from the Admin Portal via a datepicker feature

The date fields in exported data are not formatted so that Excel can read them as dates. This is REALLY problematic. The imported data cannot be sorted by date without us having to parse ALL the donation_date cells into two separate fields, reformat them as date and time. Surely you can split your own date and time into separate fields, so when we import it, we don't have to. EXAMPLE: Jul 17 2020 3:25PM EDT This becomes a Text Field in Excel.

Currently, the P2P pages appear in the order of most recent activity. If I need to add an offline donation, I need to scroll through several pages. If there is a search function, or at least if the pages were in alphabetical order, it would be easier to find the P2P I need to update.

Exported CSV includes all donations. Would like to just pull those that we have not yet logged in our system.

Received the message "Email has already been taken" when trying to create a P2P Fundraising page. The email address entered is one of my personal accounts that I used to test a donation but I did not create a GiveLively account with this email address. The system should allow a person to create a P2P page when they have previously donated.

We need to reconcile the Give Lively donations to our bank and the challenge is the Give Lively data only includes a Give Lively id number that does not match any field in Stripe reports. At the end of each month we need to reconcile our bank statement to the Stripe reconciliation reports, however these reports from Stripe don’t have a field we can match on passed through from Give Lively. Give lively reports only have a Give Lively id, not any field that correlates to Stripe's reports

It would be VERY helpful to preview what an actual generated thank you email would look like. It is very hard to design without seeing this.