-
Allow giving statements to have a section for message from the organization.
We would like to simply add a thank you message to the giving statement when sending them out :)0
-
Allow search on spouse name when searching for Constituent record in NetCommunity
When searching for a constituent record in NetCommunity it would be nice to search for anyone listed under the spouse tab. Most users do not enter their correct USPS address when they enter data in NetCommunity, so the address is unsearchable and ...1
-
Cryptocurrency Gift Type or Add functionality to Stock/Property
Currently there is no way to record cryptocurrency donations. It functions the same way as stock/property, but the stock/property gift type requires whole numbers whereas someone could give 0.0123 of bitcoin. An easy fix would be to make the stock...0
-
Navigate records in a Batch like records in Query.
I often go through large batches and find it frustrating that I can't simply double-click on a name in Batch to view the consituent record. Also, I'd like to be able to click through the names like I do in Query using buttons (next constiuent, pre...6
-
Exclude write off installments from a pledge in query
In query, it would be beneficial to be able to exclude written off installments that are attached to a pledge when the whole pledge itself has not been written off0
-
Create folders to manage the users list in Admin > Security
It would be good if there was the ability to have general folders or the users list, such as: Inactive users, Current Volunteers and Current Staff. To make some definition regarding who is an active staff user, we have them in capital letters. The...0
-
globally mark "has attended" box on the event card
i am having to go one by one and mark the "has attended" box. it seems this could be done globally.0
-
Link multiple gifts to a proposal/Apply Solicitor credit to multiple gifts in a batch
When working with a gift batch it would time-saving to be able to select multiple gifts and apply a single solicitor to them and link them all to a single proposal, rather than having to go through each gift one-at-a-time. Some batches can contain...0
-
Allow users to globally change Constituent Action Solicitors
Editing Constituent Action Solicitors is manual work only. Creates a very time consuming cleanup project. It would be great if we could remove specified solicitors from actions through global change or import.0
-
Event Participant and Constituent Actions link
I'd like to be able to link a constituent action to a particular event participant record. For example, we record fundraising materials sent out to a participant as an action against a constituent. It would be great to be able to see which event t...2