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Wish we could compare a constit code-based group (eg. major donors, board , etc.) against standard benchmarks
benchmarks are already available, just wish I could choose one of my previously cohorted constit groups to compare against the existing benchmarking data. This would not mean the benchmarked data would need to be revised or refined at all (althoug...0
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Add GL Post Date as field to export in Mail Merge
Typically we use the GL Post Date as the date we deposit money into our bank, we would like that date available as a merge field for receipts.0
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Display presence of planned gift on Giving tile
Giving tile currently includes First, Latest, Greatest and Matching. If constituent has a Planned Gift, would be nice to see the Planned Gift and Gift amount display in this area as well.0
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Put "assigned to" back in the action summary in the constituent record view
The individual(s) assigned to the action used to be part of the summary in the actions tile in a constituent record, but isn't there any more. It is helpful to get a first glance of what recent actions a gift officer completed, or who was the most...0
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Help us identify employers that match gifts
Hi, it would be useful if there was and indicator somewhere when a prospect works for a matching gift company.0
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Changing date by hitting the + or - (just like QuickBooks)
We often have dates that are within a week of a vote, and it would be helpful if we you could change the date with a simple + or - instead of always having to pull up the calendar.0
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Append actions with the outlook/gmail plug-ins.
It would be great to be able to append more information to an action you've created with the outlook or gmail plug-in. It's great that when sending an email you can create an action right there but I don't want to create an action for each part of...0
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Want to be able to choose more than one date in an Action list filter
I think the fact that you can filter by "this month" and "next month" in the Actions Lists are very helpful but I need to be able to choose more than one at a time. Our Major Gifts officers want a List that shows them the upcoming actions that the...1
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Offer an 'Insufficient info' flag in Duplicate Management
I have huge numbers of constituents that I cannot confidently say are or not duplicates as there is insufficient data. I.e. Joe Bloggs with the email address joe.bloggs@gmail.com may or may not be the same person as Joe Bloggs living at 123 Green ...0
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Adjustable line height in marketing emails.
Line height is not adjustable in marketing emails and is way too small for legibility. Standard line height for reading online should be close to twice the amount currently set in stone.1