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Allow a group of funds, appeals, or campaigns to be globally deleted
I would like a global change option that allows me to group records that have something in common (a name, a Fund ID extension such as -ABCD), and then delete them. We have two databases that were mixed from two sister college foundations. Now I ...0
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Allow adjustments to change the gift date of a posted gift.
I have a gift that was converted from an old database with the gift date of 11/7/1849. Since the rest of the donor's gifts are from 1975 through 2003, I'm fairly certain that it is a typo and should have been 11/7/1984. However, because we posted ...3
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Add "Gift Block" to Export Input Options
Similar to an Address Block, I would like to see a Gift Block option. For example, when I add an Address Block it automatically populates with Address Line 1/2/3/etc, City, State, Zip, etc. The Gift Block could automatically pull date, amount, t...0
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customization
The dashboard column for Packages is designed to show the description and not the ID of the Package. This field is not customizable.0
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Additional security option to allow certain security groups the ability to view-only within the gift batches
I'd like to be able to allow certain staff the ability to see within gift batches, but not allow them to edit, create, commit, or anything else. Currently, if you allow for Batches but don't include any batch privileges, they can only see the list...0
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Ability to add Gift Aid through batching system
Currently there is no way to add a new Gift Aid declaration through the gift batching system, you instead need to open up the constituent record and do it from there which is slow and inefficient. I have seen this done through other databases so I...0
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Selecting field values in Statistical Reports
It would be so much easier to make statistical reports if there was some rhyme or reason to the way the field values are ordered. For example, I create statistical reports based on gift appeals all the time, but the field values box from which I c...0
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Being able to create templates for global adding of records
Every month I add a series of actions to a different set of records, but the actions themselves are the same. Due to the amount of text used in the Notepad section trying to do this through import doesn't work properly, so I am using Global add re... -
I'd like to "save as" or "copy from" to create new appeals
I would like to be able to save as or copy from when I create new appeals. Currently, we are sending out patient mailings every month that have over 10 packages to them. The description is quite a long field. Right now, at least I can have both w...0
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Show the potential amount donations would be worth if a valid Gift Aid declaration was present
To have a field that would show how much potential Gift Aid could be claimed if a valid Gift Aid declaration was signed - this would help greatly when writing to donors to request Gift Aid declaration signature and show them how much in addition t...0