This only applies when the living spouse is a non-constituent and Config > Business rules are marked to create a new record for the non-constituent spouse. When marking the Bio1 spouse as deceased and the record creates, the living spouse shoul...

We need to be able to exclude realized Planned Gifts from reports and exports. We include planned gifts in our numbers, but once they are realized, the Summary Total Giving field will count both the planned gift and the cash gift. There should be ...

Currently, if we want to add a budget or "Goal" amount for one of the three gift coding fields, we only have one field where we can enter this. Many of our appeals are budgeted by month throughout the year, and it would be helpful to be able to tr...

If I have a static query saved some time ago and want to see new output fields or change the sort order - the query refreshes. It should NOT. It should prompt me to refresh if I change criteria but should not for just output or sort.

I am attempting to link the preferred address between a student constituent record and the parent constituent record. In Import, I can link relationships, but I cannot link addresses between relationships via import. Please create the capability ...

We realized within our organization that there are a few attribute descriptions that we don't need anymore. I wanted to reorganize our attributes so i pulled a query of all constituents with a specific attribute description. After pulling the quer...

Please add "Last Name" as an option under View > Columns when sorting a New Query List, instead of just "Name". Also, under New Query List, instead of just listing the Largest and Recent gifts to the right of the Constituent's name, please list...

I would like action and notes tabs available for “Funds”. We want to be able to set reminders to confirm our fund contacts haven’t changed using actions. Notes would also be helpful to have in case there is specific direction for the fund per the ...

if my users are putting images et. al into the media tab it would be helpful to be able to take the content out using a simple export for custom reporting. right now there are no advantages to placing information there.

This is something that's been bothersome to us for a while. Let's say you have a five-year campaign pledge that someone starts paying. But let's say in 2015, they pay with stock so the actual value of the gift might be higher than the current 2015...