To alleviate confusion, it would be great if the Gift Type 'Recurring Gift' could be renamed to 'Recurring Gift Schedule'. Some staff in our office have made the mistake of thinking "Recurring Gift' was actually a payment instead of the schedule (...

We need the dashboards left in tact but it's cumbersome to have to scroll through years to get to the most recent dashboard

I want to pull a query showing a development officer's portfolio of constituents and include the current prospect status of each constituent and the date the prospect status took effect. This way when I have meetings with a team of development off...

There should be a pledge report which shows the installment schedule.

Please add a feature in Global Change to allow Action Reminder Notifications to be changed to a different user. This would be very helpful when one staff member leaves or moves to a different role, to globally change actions to show up on the RE "...

To be able to query the contents of one field against another eg where phone type 1 = phone type 2 allowing you to easily find duplicated pieces of information

No option to change the gift dates for overview retention LYBUNT report to calendar year dates from our pre-set fiscal year end dates. Having the gift dates field option is useful as donors tend to view their giving by calendar year.

In database view, there is a business rule option to allow constituents to have multiple participant records in a single event. This is helpful because some participants have multiple roles that we want to track and report on. It's not even an opt...

In Mail/Receipts, we can create and customise receipts, including electronic receipts. However, the automatically generated receipt is always called BB64_1.pdf . This is a rather awkward name and meaningless for our donors. We should be able to ch...

I need to be able to ONLY see, for example, proposals with a certain proposal status, or proposals with a certain date asked range, etc.