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Marking Dollar Amount For A Gift As Anonymous
Even though I know marking the donor for a gift as Anonymous is an option in RE, I would like to see the option to mark the dollar amount for said gift as Anonymous. Some donors want to be publicly acknowledged for giving, but not for how much the...0
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Create a credit card icon on toolbar for creating EFT transmission files
It would be a great visual reminder if on the toolbar, there was an icon of a little credit card to click when ready to "create EFT transmission files." It is easy to forget and commit a batch before charging the credit cards. It does not seem (to...0
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Be able to pull SOFT CREDIT donors in a canned report
It would be helpful to be able to pull a report to only lists the SOFT CREDIT donors. For example, for the Gift Detail & Summary Reports, be able to pull only the list of SOFT CREDIT DONORS to get the total amount attributed to SC gifts and th...0
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Allow business rules to restrict or filter gift subtypes based on gift type in gift entry
We have a number of gift subtypes our finance team uses for gifts of certain types of assets, especially for stock and mutual funds and different accounts these come from. However, when entering a cash gift, these subtypes are irrelevant and cause...1
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Add gift tmestamp
i download daily donations for specific appeals a few times a day to spreadsheets. Without timestamps there tend to be duplicates. This takes more time to pour through every donation to avoid listing twice.0
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When emailing receipts, system does not recognize that the donor has "opted-out" of emails
If you email a donor a gift receipt and he either has "opted-out" or has no email address, his name does not appear on the failed receipt report? It should becaus he did not get an emailed receipt! Then you know to acknowledge his gift with a letter.0
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Planned Gift frequency
I have several planned gifts that are being realized over several years' time. One pays out yearly, but I have another that is giving monthly gifts. My CEO would like to know the number of installments we expect to receive and the number of instal...0
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Add "Adj" as part of GL Configuration options
We are integrated with FE and are having a difficult time reconciling adjustments between RE and FE. It would be great if when an adjustment is made in RE it would come through with a reference line of "Adj" on the FE side so we could easily ident...0
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Add soft credits to the list of linkable gifts in proposals
When supporters are fundraising it's very difficult to link soft credit gifts to a proposal. For example, if a supporter was to set up a JustGiving page you would then manually add each soft credit gift to their overall total in the proposal. Beca...0
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Add a business rule for matching gift organization relationships
The decision to automate matching gifts to constituents related to a matching gift organization causes more work and oversight. It would be helpful if this feature could be turned on and off from the business rules, this way we are not constantly ...0