Restore the Sort Key field to Pre-7.95 upgrade to allow alpha sort of all entries of a list in Query and in Export. When using Sort Key before the recent upgrade, John Smith used to appear in the Sort Key field as "Smith,John,M,0001-593-0000150544...

hen Creating Action in Mobile App - It wont Show up on your Actions Tab in App unless you are the Assigned Solicitor. We may have other staff attending meetings etc. who do not need to be assigned as a solicitor. If they are not assigned the actio...

Allow Admin or Users ability to display giving by Fiscal Year &/or Year To Date, Use GL and/or Gift Date select certain Gift Types (exclude GIK) or Fund Types etc. Perhaps their can be a way the Admin can set up criteria for all or even each u...

I'd love to see the addition of red underlines for misspelled words in the notes section of Notes and Actions tabs. This could help when users aren't in the habit of taking the extra step to spell check as it's been phased out by other software wi...

When I used to call support and now chat with support they always ask for my login credentials. This is an issue because a) now that it's typed and e-mailed my credentials are available to try and track by e-mail and b) It comes across very unprof...

Right now, adjusted gift reports will only allow you to run a report (if filtering by fund) of all gifts adjusted into a fund. There is no equivalent report on adjustments out. If ever faced with the need to show all gifts that left a particular f...

We receive a lot of gifts-in-kind, none of which have ever been matched by an employer. It would be great to add a business rule to automatically create matching gift pledges only for certain types of gifts.

My fundraising team has suggested that being notified when an expected VIP guest checks in at an event would be incredibly helpful. The app already includes coding that ties a solicitor to each attendee and allows for VIP status to be noted in exi...

I would like to see a business rule created, that can be turned on or off, that would prevent unbalanced batches from being committed. Though it happens infrequently it would be a good safeguard and it would be better that the warning message.

In the Solicitor Performance Analysis, it would be nice if I could run the performance analysis based on the assignments date range, not just the gift date range. For instance, if I want to run a SPA for last year's assignments (not prior years' a...