Because we export our renewal notices to Crystal Reports, there isn't a way to sort because Last Name is not one of the fields. Maiden Name is offered. Even if I use the "sort alphabetically" under the format tab, and then export, it does not expo...

Is there a way through the user settings to make it so that they are the automatic solicitor when they create a new action? Without using the Load Default Values now option?

Provides more measureable data about email performance at a glance on the dashbaord

This paragraph below appears in the donor's thank you email after making an online gift; however it does NOT appear when editing the donations form email. Not all NPOs send a letter to tributees notifying them that a gift has been made in their ho...

When importing event participants, fields to import phone number information is not available. Make it available.

It would report the donations total on the events tab of the constituent. Right now the donations gift list would have to be exported to excel and totaled to determine how much that participant raised. It would also enable an output field to repor...

Every month we do a visual audit of any new declarations set up, to ensure that they were valid, and have been input onto the system correctly, before running the gift aid claim. There is no way to run a query on 'Declarations set up since the las...

When I am sending a letter, often times my letters are requested to pull first name and spouse or additional salutations. ie addressing our Hispanic or Asian groups. We have multiple salutations for these groups. Please consider this a priority fo...

It would be very helpful if all the tabs in the Fund record were able to be exported.

After carefully scrutinizing our donor database we want to begin a formal (and proper) moves management strategy. As part of this we have several hundred donors needing to have their Giving Scores set, yet their is no way to do this except manuall...