If we could save a query as a view then this would be accesible through ODBC to other packages such as SPSS and MS Access. Currently you either have to export the query data to a file and then import (not so easy for automation) or create ODBC lin...

The program installed should check/warn if the REQUIRED Office 2003 Web Components is not installed. Use of the Dashboard, a feature in the program, needs it to function. AND/OR have the installer install it for you.

Gift Summary fund breakdown is currently sorting descending. Add a sort field or change descending to ascending.

With appeals the email gets tracked and there is an indication of whether it has been opened or not. I would like that capability for individual emails that show up under the action area.

Useful for anyone managing communications or actions around a specific event/s. Would be great to be able to create an action track around specific events that have both pre-event actions and post-event actions. On the conditions tab it is current...

Currently, there is a "Notes:" box on Org1 tabs. There seems to be no way to print text contained in these boxes. There is also a Notes tab on both Individual and organizational records which does allow export. Can you rename the Notes: on the Org...

Currently there is not a way to post only certain adjustments - it would be great if we had the option of selecting adjustments from a query that we need posted - doing it by fund doesn't work as we have thousands of funds.

When we are using query list to prep a mail file, it takes FOREVER to make any changes to the record from inside the query list. Please improve the speed! (Specifically when opening a record to make changes, or merge with a duplicate found in the ...

Expedite access to mobile application on newer mobile devices