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Develop a Check-In function.
Develop a Check-In function that allows you to select a constituent and start a quick start a contact report, using GPS to identify approximate location. Quick contact report would be filled in later with details. A great way to make sure that con...0
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Multi add function for individual relationship
It would be great if there was a multi add function with individual relationship tab. I imagine some sort of checkbox that would let you highlight which people you want to add as a relation. Then another drop down menu for the relation type i.e. f...0
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Allow supervisor to see User Defined Rules when rule is applied to selected security groups
As supervisor I am not in any security group. I cannot choose to allow myself to see the messages. This means that I have to have another dummy account just to see what my users are seeing0
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Not being able to search for a constituent by name and id number in the same search
To be able to find a constituent with their name and/or id number rather than having to default the setting to one of them0
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Pop-up when a new donor giving level is achieved.
It would be helpful if a pop-up was displayed when a gift is entered and the gift amount when added to previous gifts constituted a new (predesignated) gift giving level, i.e. from a gold level donor to a diamond level donor. Of if current calenda...2
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ability to associate a batch number with imported gifts
ability to associate a batch number with imported gifts1
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Appeal Performance Analysis Report
I would like for all appeals in a specified time frame to show in the Appeal Performance Analysis Report, regardless if there is a gift associated with the appeal. This will allow the full picture of appeals, and response rates, during the fiscal ...0
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Individual Volunteer Interests and Checklist Deletes/Updates Etc
Currently, you can only Globally Change/Update/Delete Job Assignment Interests or Checklist items (entered on the Job Assignment). You can't do this for individual constituent Volunteer Interests or Checklist items (entered on the volunteer tab). ...0
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Apply tributes from a previous gift to new gift
Every year we have an annual event that donors contribute in memory or honor of loved ones. Our community is fairly small and every year the same donors contribute and have the same tribute lists. Some donors have up to 200 tributes per gift. It w...0
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Managing corporate multiple locations and subsidaries, so only 1 head office comes up in search and all other subsidaries and/or locations.
Managing corporate multiple locations and subsidiaries, so only 1 head office comes up in search and all other subsidiaries and/or locations are held within that one record. This will streamline the query better and allow for the fundraiser to fin...1