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Option to view gift summaries in webview over multiple date ranges
This feature would be one where you can view constituents who gave a total amount either over a range of years or from year to year, month to monty, quarter to quarter, etc. This would be helpful to see who are the big donors as years pass and to ...
Created 08 Jan 19:42 by Guest
Gifts
0
14
Vote
Sort group names in Event module
It would be very useful to be able to sort the group names when in the Seating area of the Event module in ascending or descending order, much like being able to sort the guest names above. It can get very unwieldy with a list of nearly a hundred ...
Created 06 Jul 22:56 by Guest
3
11
Vote
We just signed up recently for the Prospect Module. On the dashboard if I I have the PROPOSAL Status it does not give
We just signed up recently for the Prospect Module. I have two questions. If I have the PROPOSAL Status dashboard it does not give me the very logical option of PROPOSAL Status field as a column, only PROSPECT status. It is logical that it should ...
Created 02 Mar 18:48 by Guest
1
11
Vote
There should be a function to auto-populate city, state and county when a zip code is entered.
I've used less advanced databases that will auto populate city, state and county fields when the zip code is entered. This makes the process of adding a new address record faster and more accurate, as it eliminates chances of grammatical errors.
Created 02 Mar 22:54 by Guest
2
9
Vote
Clickable Results in Relationship Query
Relationship Queries never seem to quite work as intended, so it would be really nice if the results were clickable and took you directly to the record that it is referring to. This is also the case Job, and some other query types.
Created 07 Dec 21:52 by Guest
Query
0
9
Vote
Adding Media to a Fund
It would be extremely helpful to attach media to a fund. Currently we have to attach Letters of Agreements to all of the constituent records but if you could attach to the fund they'd all be in one central location rather than jumping from constit...
Created 06 Dec 20:18 by William Tolentino
General
3
Will not implement
13
Vote
Add Gala functionality to Events
Our organization has an annual gala. There really should be a gala option and auction aspects to the events module. Galas happen yearly at almost all nonprofits, the dinner category is really lacking.
Created 21 May 17:57 by Guest
1
9
Vote
Connect RE Matching
When matching constituents in Connect RE, it would be helpful if, in addition to Yes, Nope and Revisit Later, there was also a "Do Not Match/Add" option.
Created 05 Dec 16:53 by Evelyn Johnson
General
0
4
Vote
Add "From Name" field to e-receipts
We would like our organization name to be used as the "from" instead of my own email address. Donors may not recognize my email address and assume it is spam. Also our Thank You email is sent using OLX, and it has a From Name field. The tax receip...
Created 10 May 23:31 by Stacie Graham
Mailings
0
6
Vote
County and Region auto-populate based on zip code entered for new constituent
We have multiple people in our organization who enter new constituents. Some are more detailed than others. Many forget to populate the county and region fields when entering a new constituent address, since you have to click on the "more" tab. If...
Created 31 Jul 21:35 by Guest
Constituent record
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