Currently it is only possible to globally delete Prospect Ratings from the Prospect tab on the RE constituent record. We would like the ability to delete other categories, for example Financial Information. This would enable us to remove outdated ...

This feature would be so beneficial because so many giving emails instantly go to spam. Individuals pay more attention to their texts than their emails for the most part. I feel like someone would be more likely to give if they received a quick te...

After deleting a record or a group of records, it would be helpful to have an accessible way to store what you have deleted, much in the way that a deleted e-mail goes to a trash folder. In some cases it may be best to deactivate, but when deletin...

When we sent out mail to our Alumni, we want the addresses to reflect ALL of the years that they earned degrees - For example, a BS in 1994 and a MS in 2017 would show as "Nancy Sullivan '94 '17" on the addressee line. Currently, only one class ye...

Exporting sortkey/sortname work ok for individuals but for organizations it should honor the "/" that is used within RE and create a special sortkey/sortname putting what is after the "/" first and the remainder after a colon or something. Sorting...

Currently use of Journal Reference from Configuration is only available if posting in Detail, or Summary (Cash & AR only). We don't want per-gift transaction details in the GL, so prefer to post in summary, but do want the Gift Batch Number in...

Global update for Annotations

When I pull the Action list for my main fundraiser, I would like to be able to see the location of where the meeting is

It would be beneficial for invitees to say they are not coming to an event instead of them having to call the office.