When entering a gift batch in web view if you search on an inactive constituent, they are not listed in the results and this can lead to having duplicate records.

We do a major fundraiser event every fall and some of the attendees make pledges. Some of the attendees come year after year and up their pledge, continue their existing pledge or make a new pledge. This year we thought it would be nice for those ...

with arrival of GDPR and the new fundraising regulations, it would be handy to have the consent field as must be completed field, even if no consent has been received at least you can still log this as no consent received.

We have many constituent codes that we have globally deleted from all constituent records and are no longer in use. While we have marked them as inactive, it would be nice to delete them completely from the table.

It would be great to be able to see what is being added or has been added as an attachment via the web view. This will assist in making sure naming conventions are being followed and also monitor the type of information being added by end users. C...

It would be helpful to allow Users to select which fields to view in the Constituent "Gifts" tab, especially to be able to view the Appeal of a gift without having to open the Gift record itself.

We had a constituent's address set to DO NOT MAIL. They moved and the National Change of Address added their new address in RE. It did not take into consideration the DO NOT MAIL that was previously selected and an "ask" was mailed out. Not a good...

It would be great if I could put a Constituency and date on one parent's record and have the option "share with spouse/partner". It would be even better to have shared/linked constituencies (for example, a grandparent or parent constituency could ...

We have multiple relationships in organisations and some of the relationships only like to be communicated in certain ways. It would be ideal if the consent button was added to the relationships as well. The relationships will never be full reco...

I'm trying to use the Duplicate Constituent Management tool to clean up our recently-converted database, but it's useless because I can't see the constituent codes that are in the potentially duplicate records. We have a lot of fathers and sons wi...