When it has been updated as cancelled - I think it should be completed - on the date the eft is processed this looks like it was cancelled prior to the direct debit being run through BACS which makes it slightly confusing.

I want the ability to add an action to a GIFT record. In addition to tracking whether a gift was acknowledged, receipted, posted, etc., I need to track many other gift-specific actions, almost like a checklist. For example, for a multi-year pledge...

I would like to be able to mark a gift as a Board gift even if it is from a Foundation or Corporation that they are connected to, without adding Board to the organization's record.

I want a list of those with one constituency code and their gift detail with a specific fund and subtype. Basically a membership list that includes if they have paid their dues yet, and when they paid their dues.

Currently all solicitors appear when auto-filling the gift solicitor. It would make more sense to only fill current solicitors (i.e. those without a date to).

Bank information is readily usable for any pledge payment but credit cards have to be reentered and kept on file manually.

We have many donors who give to many agencies (funds) - split gifts - and are unable to export the total amount a donor has given to these funds in any specific campaign or time period without creating a summary column for every single fund. We ha...

We currently categorize our batches by gift month and year. We would like to group these categories into our fiscal year, which is different from the calendar year, making our review list shorter and quicker to select for review.

In Config/Fields/Packages we don't have the ability currently to make "Package Category" a required field and would like to do so. Because it's much easier to query off package category (drop down) as opposed to package ID/Description we want ever...

I need to edit a batch report without recommitting. I have to hand in reports. I don't want to duplicate records in the entry.