Add the option to configure/define a custom Fiscal Year (start date AND end date mm/dd/YYYY) To do this now- we have to use the "Between" operator for dates.

Add "Pledge on Date" for thank you letters

Allow the batch numbers on financial gifts to be changed or reused. We had a batch entered incorrectly and the only way to fix it was to recommit it as a recurring gift, which meant all of those gifts are now saved under a batch number that doesn'...

It would save a lot of time if when I send an email through Outlook I was added as the canvasser automatically - i'm logged in so it is frustrating to have to visit the action and amend it.

I would like to be able to look at properties and see who added a new table entry.

As a healthcare organization we partner with other colleagues in the area when it comes to conferences and events. It will be highly beneficial if we can set up at least a discount option i.e. (20%- 50% ) off registration if a large group of physi...

Our events have a lunch and a dinner component; as I track both of these under the same larger event, I assign the lunch and dinner as sections, and assign guests to whichever portion they are attending. In some cases, the same guest will be assig...

I would like to be able to use the transaction code of an appeal (with the t-code description not the ID) in queries and exports. This could reside under the gift GL distribution for gift related queries/exports and then also for Appeal query/expo...

This is a bug, pure and simple, and it needs to be addressed. Try this for yourself. 1. Create a batch and add a gift for a constituent you know is married and whose spouse will receive a soft credit. 2. Change the constituent ID to another const...

Currently spouse relationships can be seen on a record if you undo the default filter on the screen but you have to use color legends to be able to distinguish which are spouse and which are not. Why not just display them similarly to the way you ...