Feedback for Centerpiece/FundEasy

For the donor side

1. Batch correspondence - e.g. if we send a newsletter to everyone on our mailing list, we would like to create a correspondence for everyone within the category “Newsletter”

2. When using batch entry to enter donations, when you choose a donor’s existing pledge, it would be helpful if the information from that pledge (amount, payment type, event, fund designation) would auto-populate in batch entry

3. Is there a way to search for correspondence or a report for correspondence? For instance, if we want to send a follow-up letter to everyone who attended our banquet.

4. More robust search engine - When searching the name of a donor, it would be nice if we could put in any part of their name to search - for instance, if you only know part of the name of a church or part of an address

5. Are you going to allow us to create our own giving pages in FundEasy? For example, will we be able to create/design our own forms to collect specific information (e.g. Like if a business is donating as a sponsor, will we be able to create a form allowing them to upload their company logo? Or can we add an event header to a giving form?)

For the client side

1. Patient intake forms - It would be helpful if we could create our own forms or modify existing templates (we’d like to be able to add our own questions and not be limited to what’s in the template)

2. Texting - Can we set it to where it is not defaulted for P to mean phone call and C to mean confirm? For the reminders you can change the text to say whatever but if you open the appointment it only shows C and P.

3. Scheduling appointment reminders - It would be helpful if we could schedule appointment reminders so that we don't have to manually do it each time - e.g., it would be nice if we could schedule Sunday reminders for Monday appointments.

4. It would be nice to have a way to send ultrasound images directly to Centerpiece (now we have to send them to an external folder, and then upload them to eKyros) - this would drastically reduce the number of steps it takes for our doctors to view and report on ultrasounds. Also, it would be helpful to have a measurement package with calipers for physicians to use in reading scans.