There isn't a way to query on the Transaction Date criterion field found in the membership module (tab.) Currently, in order to obtain this information, you have to query using joined on, downgraded on, or upgraded on. The field already exists. Wh...

At present, a user who forgets their user name, can re-register, using the same email address and a different username/password combination. This requires us to go into BBNC, unlink the previous registration and link to the new one OR Provide t...

Would it be possible to update action options so that an annual action could be created? That way every year selected users could be reminded of events such as birthdays, anniversaries, etc... without having to create new actions.

Allow dashboards to use some of the export filtering tools to remove duplicates, such as only showing certain options in one-to-many categories (i.e. only output current staff managers when displaying assigned solicitors). They could be a much mor...

When an online recurring gift is received and placed in a batch, that batch must be rerun every month to create a new EFT for that gift. As more gifts come in, more batches to rerun. It would be nice to have one batch designated for online recurri...

When I am setting up a meeting for my boss I need to add notes about the meeting. I have tried to add them thru the notes tab but they do not show up in outlook. When it is sent to outlook the notes do not show up.

This option is hidden in the config/wheel icon pull down and subjects users to missing the opportunity to select their records list prior to the "finish" button for this setup

While the reports are nice, in my department we like to export things to excel to view and manipulate many data points at the same time. Our exports are quite large so just doing say a package export would not be efficient for our department. We a...

It would be nice to have an option to soft-credit an organization that works the same as the "soft credit spouse" menu item.

Entry (click to view codes) Country name Subdivisions assigned codes[citation needed] AD Andorra 7 parishes AE United Arab Emirates 7 emirates AF Afghanistan 34 provinces AG Antigua and Barbuda 6 parishes 2 dependencies AI Anguilla — AL Albania 12...