When planning ahead for an event or campaign, it is very frustrating to have to create a fake gift in order to create the acknowledgement letters. Also, when you find that a gift that should be acknowledged has been left out of the merge, you cann...

Not everyone uses Acknowledgement function and it is really annoying when I am trying to merge one constituent at a time and keep getting the same pop up. When I accidentally acknowledge a gift, I have to open the indiv gift and change the status ...

I was trying to pull a quick invitation list for an event and couldn't pull a field that had both spouse names or the traditional Mr. and Mrs. Lastname which means once I exported the list, I would have to manually manipulate list to have complete...

I create actions as pending with action tracks so they can be picked up for letters and emails. I want to update the status to completed, and mark the completed box when the Follow-up letters are run from mail. Currently I change an action attribu...

If the Gift ID could be in the acknowledgement letter, for those that are CC'd in the letter, it would save the time ogenerating a report for those who will be requesting a transfer of funds down the road. The Gift ID will be right in the letter f...

Many of our donors designate their memorial gifts to a specific program. Currently we are adding this information manually to the tribute letters, because it is not an available field in the mail merge. It would be very helpful to have that field ...

I work in an educational institute which engages multiple family members over the years. When we do a mailing to "Alumni" RE7 pulls each individual constituent (ie mom, dad, son, daughter, etc), whereas I think there should be a way to mail to the...

It would be useful to show what the difference is between the gift amount and receipt amount for tax purposes. We have a gift amount and then a dollar amount to show the value of the goods and/or services for tax purposes.

Letters can be saved to the Write a letter function on a constituent's record (via the Microsoft Word icon under the File, Edit, View etc. options). However, these are currently only user-specific and so colleagues in a team who use exactly the sa...

Why have to select Advanced Email when you can and most often use Basic Email option when sending out mass emails... now I cannot see the Delivery Report