Add option to filter by Class of

The Display Inactive Proposals is a not a system a option to set for staff. They are only interested in seeing their Active Proposals, and they have to click the check box each time they navigate to the Proposal Screen.

In today's product when two individual records are merged ALL relationships are moved from the non-surviving (merge from) record to the surviving (merge to) record EXCEPT spouse relationships when the surviving record already has a spouse linked. ...

Similar to Query, allow users to keep a Favorites folder for output fields in Export. It'll help folks save time as they won't have to scroll down through all the different output fields when selecting what to include in their Export.

Tribute notifications - when sending one letter per tribute - so the gifts to the tribute get consolidated - it's crazy that the "Fund" that could be setup on the tribute record (directly below tribute type and description) cannot be an available ...

The "soft credit this individual" check box on the spouse relationship tab is hard coded so if you click it for one spouse, it automatically clicks for the other spouse as well. That means any gifts made by either spouse are automatically soft cre...

Add a fuzzy date option of "Today" in Query. This would allow for selecting relationships that are valid as of today without having to use "ask" parameters in query. We always have to specify the relationship date from as less than or equal to tod...

I would love to be able to "go to" the soft credited recipient of a gift. Either by way of the blue "go to" arrow in the toolbar of the gift, or from the Soft Credit tab. Or even display the soft credit recipient's ID or their middle initial. We ...