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pledge payment reminders
Pledge payment reminders/Action item tied to the pledge payments. There needs to be a way to tie the pledge payment schedule to an action item so that when you schedule the pledge payments, you can click a box for RE to send you a reminder both to...0
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Ability to query shared addresses
Our office tried to identify all shared addresses between former parents and alumni so we could unshare them and query does not have the ability to query the field that indicates they are shared. It would be very helpful to do that so we could ide...0
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Social Media sharing for Online Express
Allowing people to share their marketing email through social media would be a great way to get our organization's events seen by more people in the community, in turn getting higher attendance at events and increasing our fundraising! This is a m...1
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Search Non Constituents (realtionships) in the search screen
It would be useful for anyone who needs to locate a record who may not be a constituent but who is an important relationship to a constituent record.5
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Apply cash gift to a different constituent's recurring gift
It would be useful if we could apply a gift on one constituent's record to a recurring gift on a different constituent's record in the same way that you can with pledges. This is especially useful for when a supporter makes an open ended commitmen...0
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Add stock or issuer details to receipt fields
We need to print the stock symbol, number of shares and median price on our receipts. These details do not appear as choices in the fields list for receipts.0
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Please include a waiting list for event registration overflow.
Once an event is full, additional requests have to be manually tracked. Registered attendees do back out and it's nice to have a waiting list to pull from. It's also nice not to basically say "No room for you!" to a prospective donor.0
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Ability to create a business rule to create a default addressee and salutation using name fields when a new record is added.
This would give users the ability to create new records in mass and not have to do data entry for the addressee and salutation.0
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Add "Department" or "Mail Code" as a field for organization contacts
For very large organizations it would be helpful to have fields like "department" or "mail code". For address to work with AddressAccelerator and AddressFinder they need to be limited to 2 lines and a certain number of characters per line (50 for ...2
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Creating tables
It would be great if you could import a list of what you want your table entries to be. It can be very time consuming to type them in one at a time, especially if you already have them on a spreadsheet.1