Currently, we can only filter portfolio by prospect status if it is filled out on the constituent record. I am often working with gift officers to make sure everyone in their portfolio is in a status/stage, and it would be beneficial to only see t...

I need a way of storing religion and ethnicity in a spouse's record who doesn't have a constituent identification number.

Hi there, I have phoned support and currently this functionality doesn't exist, so I have been told to put it up here for future updates and consideration... I think it would be useful to have better links between the gifts acknowledged tab and ...

We have 5 regions within our organization. We use the Solicit code to identify which region a donor belongs to. This helps us to pull queries and reports by region and to direct email & mail appeals specific to the region.

We are looking for the capability of consolidating view of communication on a household level or organization level of constituent records. Though, records are linked with relationships, there is not any way to view all of the communication that i...

soft credit a new spouse for an existing set of gifts when the spousal relationship is made

It would be really helpful if Notes could be shared among records - in the same way we share addresses.

We have separate records which means both spouses may show up in a query when looking for soft credits but if I remove soft credits, I miss the donors getting soft credited for their third party giving. If I limit it to only HOH records, I lose al...

Having the ability to edit the layout of actions based on category, customize (create) categories, and choose required fields.

It's that simple. Would be very helpful for mail merging.