We need to move multiple Participants to different Events. We can link Gifts as Donations or Registration Fees to the new Event through import but not unlink from the old Event. This means they are linked to both. They can only be unlinked manuall...

It would be useful to add "Pay Method" as a field in the Gift Detail and Summary Report. That way I could see how people paid, credit card, stock, personal check, etc.

BB has already expanded the number of characters allowed in the Issuer Symbol - which is good for entering mutual fund gifts. But we also need to be able to enter fractional shares (w/ decimal points). I'm sure there's some technical reason for on...

Currently, adjustments to pledges appear on the original date of a pledge regardless of the date the adjustment was made. This makes looking at historical data problematical and reporting difficult and correct reconciliation to the financial gener...

When a pledge is written off, I would like to be able to see the write-off show up as a separate gift in the constituents record. I want to be able mark it as anonymous so it will show up with the anonymous pledge on the reports. Currently the onl...

I am currently building a Weekly Gift Report for our Athletics Program. It would be incredibly beneficial to not only show who gave, how much the gave, when they gave, and what they gave to, but also display how much this individual has given over...

At the moment, if you add a gift with a solicitor, you get a popup asking if you would like to add the solicitor as assigned to this constituent. We know we never want to do this, so it would be nice to be able to turn off this pop up.

We need to be able to filter out split gifts, the easiest way to do so is to add a criteria that allows us to filter split gifts out.

Create a workflow condition that will activate another step that is based on if we received a gift from the constituent.