allow a preview of pdf for a consitutent under the Media tab

We often have to add a "do not solicit" code to a donor's record. Then - we have to follow up with a mail house and let them know of any recent "Do not solicits". There is currently no way to do that.

As those that are hosted by Blackbaud are moved to the newer Citrix Receiver environment the full power of loading defaults has been lost. Yes you can still load a particular field or attribute with F2 and you can load defaults from a default set ...

I would like to create a default set for new constituents where the default assigned appeal, package and date or added on the Appeal tab of the constituent.

When adding a new consent it would be useful to be able to populate the privacy policy and/or consent statement fields by default, either by having the full policy or a hyperlink to it.

We have way too many fund numbers to remember all of the descriptions of each, and many times we need to see both at a glance. The only way to currently do this is in a query, but we need to see both in the column views when viewing a constituent'...

We are using the number of days shown in Prospect Status but can only view that data in a constituent's record. Please make it available as a column when working with Lists and also one of the items you can use when filtering.

Add a "date" field to the addressee fields (the additional ones, not primary) so you know when they are added and which to use if multiple versions of a name listed.

It would be great to have a recurring action reminder feature to remind us to do something every year for a specific donor, such as invoicing in a specific month, etc.

Currently this has max of 50 characters, but in the absence of a notepad section in Attributes, this is too small for many text entries. An increase to 100, or even 200, characters would be most welcome!