When pulling lists for prospecting, it is a field always requested. When completing lists for wealth screening, it is a fields always asked for

The gift reference on the pay-cash is being overwritten with the gift reference from the recurring gift.

Recently, I have discovered that even if a pledge already exists, and a MG was created for that pledge, the system will try to create a second MG when adding a payment to the original pledge. I do not want to remove the option to automatically cre...

The tool would allow phone volunteers to add constituent information that could be held in a queue to be matched to database records by staff, or to be created if no record exists. Volunteers would also be entering gift information at the same tim...

It will save time and stops and can be very useful when adding a lot of new constituents. Especially for new staff. This used to happen until the most recent upgrade.

This would help financial staff when taking cash gifts physically to the bank. Financial Edge has the ability to print checks, fonts are easy to load in programming. Just need someone to program and add bank routing number and account number of co...

Have the ability to sort by date of pledge/recurring gift in the past due report

Our organization would like to be able to have the Fund included in the Batch Deposit Ticket however, adding fields is not an option and should be considered being added as such.

Change the Gift Type 'Cash' in RE to 'Monetary'. Confusing when typing to communicate the difference between Type and Pay Method. Having the same word for two different things is frustrating.

On a recent telephone campaign, donors have pledged a recurring gift BUT ONLY ALLOWED US TO CLAIM GIFT AID ON THAT GIFT (not any other gifts made during the course of the recurring gift). Would it be possible to link a gift aid declaration to one ...