Keeping Appeals that are located in only (1) one gift record is bothersome. We are unable to delete the Appeal from the gift record if it is found in an Amendment to a gift and is no longer accessible. Just allow Appeals to be deleted.

When you are trying to reconcile direct debits, the gift adjustment report does not have a total and takes up too many pages

At times employee giving sites post donor gifts and company matches at the same time. It would be great to not have to go through an extra step of processing a batch with donor gifts, then applying a matching gift pledge to each donor profile, and...

We receive with a portion designated for a specific fund and a portion in memory/honor of someone. If added as one line entry in RE batch, the gift total for the tribute is incorrect (reflecting the total given, not the amount for the tribute-this...

I ran into an issue where I accidentally skipped 2 months for a recurring gift. I could not roll it back nor could I amend the date. This is a problem. I can understand not rolling back a processed transaction, but when there is no gift you should...

Currently, you must click "work with gifts" in the giving history tile to see matching gifts that have been received for an individual donor. Ideally, the list of gifts accessed through clicking "work with gifts" should be the same as the list of ...

At present we have to create a gift in an individual's record, then add a matching gift pledge tied to their company, then fulfill the pledge. This is burdensome and often leaves us with many open matching gift pledges. Why not have an option to c...

The Batch Validation Detail Report currently places multiple fields into one column. Seven columns fit on a landscape page but if you have 15 fields in your batch data entry, the 8th to 15th fields are double-stacked into the seven columns on the ...

If I enter a split gift in order to reflect multiple funds, i should be able to assign different receipt amounts so that the receipt amt is not double counted in reports such as Financial Reports>Gift Detail and Summary Reports See here: http:/...

Currently unable to pull soft credit gift amounts via query. Our organization utilizes soft credits on a grand scale, and we are unable to pull out specific donors by amount. Although the option of soft credit gift amount in grid appears to be an ...