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Setting to Specify Other Name Formats order in Constituent Summary tile
I'm working with an org with many additional add/sals/Other name formats. The less clicking the better for fundraisers, and they would like to be able to set the order in which additional add/sal types are listed before they have to click to see m...1 Reviewed: Voting Open
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Report Option to Show Constituent Code for the Donor at Time of Gift
I'd like to run a report comparing giving by constituency codes over time (comparing all "parent" giving year to year). It would be very helpful to have the option to view a report showing constituent codes at the time the gift was made, rather th...1 Reviewed: Voting Open
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Workflow to send Automatic Email when Constituent Group has been Updated (Trustees)
It would be useful to have a workflow to communicate with other areas of our organization to ensure that people be made aware of constituent updates, specifically for our Trustees.0 Reviewed: Voting Open
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See which user sent an email
We have multiple staff who create and send emails. It would be helpful to be able to see which user created and last edited an email, when it was created/last edited, and who actually pushed send.0 Reviewed: Voting Open
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In Opportunities Lists please allow for name and purpose to be separate columns so that the lists can be sorted by either of these fields.
No description provided0 Reviewed: Voting Open
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The map feature should allow for you to draw a shape around records and then export to excel for sorting and planning a trip.
No description provided0 Reviewed: Voting Open
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Checks V.S. ACH/Online Payments
You should be able to tell the system whether you want a check or if you paid something online.0 Reviewed: Voting Open
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Voiding Invoice Option instead of Deleting Invoice
Voiding checks for invoices is simple and automatically reverses the transaction but only in the checking and payable accounts. When deleting an approved invoice, it only removes the invoice and does not clear out the distributions that have been ...0 Reviewed: Voting Open
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Add Primary Constituent Code as a drop down option in Fundraising/Analyze/Funds
those who use Cons Codes as a primary query tool0 Reviewed: Voting Open
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Constituent Search on a map with Drive-Time radius
I'm often asked for a list of people who live/work within an hour of a certain place. (As opposed to a certain mile radius.) It would be so great to be able to see a list of donors who live within a half-hour drive of a conference location, or peo...0 Reviewed: Voting Open