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Allow scheduling of Matching Gift Pledges
Allow scheduling of matching gift pledges (the same way you can schedule regular pledges or recurring gifts.) Being able to schedule when they are expected is vital for producing accurate Cash Flow Reports.1
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More barcode options
I would like to be able to generate a variety of barcodes types, such a combination of appeal, fund & package without a constituent ID, that can then be scanned into a batch field. This would speed up gift entry considerably as well as improve...1
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Make individuals' business addresses part of the addresses, not just relationships, and don't separate the business name
When an individual has a business address, the name of that business is separated from the address of that business. This causes all kinds of problems: 1. In a mailing list export, one has to create a separate column for organization name and one ...0
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matching gift without a pledge
At times employee giving sites post donor gifts and company matches at the same time. It would be great to not have to go through an extra step of processing a batch with donor gifts, then applying a matching gift pledge to each donor profile, and...0
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Soft credit pledges in Outstanding Pledge pop-up in Batch
I would like to see soft-credited pledges show in the outstanding pledge window in batch so that I may either go to that constituent's record to pay it or load pledges from that constituent. Currently the only way I'd know a spouse had the pledge...1
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If No Address, No Red Check Mark on the Addresses Tab
When creating a new constituent record, even if you don't have a mailing address, the system auto creates a blank address record with Address Type box filled in and the "Send mail to..." box checked off. There is the ability uncheck the "Send mail...0
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Mark fields as favorites in Export like it's possible in Query
I'd love to have favorite fields in Export like I can in Query. There are about 5 standard fields in all my exports that are always included. It would be a timesaver to have these accessible without having to open each node, find them and select t...1
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Enable Outlook Add-In to save emails to Notes or Attachment tiles.
Many times I want to save info about a constituent received via email, but there is no action associated with the info. It would be great to be able to save to Notes.0
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Visual Donor List of Dashboard Numbers
Within the dashboard there are numbers under the columns. For example, my campaign says under the "No. donors" column that there are 509, therefor I should be able to click the number and a list should open to show me who those donors are. This wo...0
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Update the EmailFinder opt out email
Clients are looking to have the opt out email updated to reflect [email] instead of [e-mail] and to add a Thank you phrase at the end.2