We need a way to change the addressee/salutations for organization contacts that are constituents. Example, we Mr. Smith and his wife are regular donors, and Mr. Smith is also an organization contact. We have all the addressee/salutations for hous...

Although individual users can set a default view there is no way to do this at a system level.

Because you can't use double brackets, you can't do the following: Specific attribute is not xAND ((preferred province YAND total amount of gifts 1 is >= Z)OR total amount of gifts 2 is >=Z) 2:18:11 PM so you're forced to set it up as follow...

For example, to have a notification sent to the solicitor when a new gift is entered on a constituent record or when a new action is made on the constituent. This would keep development in the loop on activity on accounts they are working with.

This would avoid the guess-and-check of trying to get a user's permissions correct, or asking them to log in for you so that you can verify that everything looks correct for that user.

We have a policy that all CASH gifts need to be entered in Batches which tie to actual bank deposits and are used for reconciliation. Pledges are entered on a donors record (before the payment). On occaision an error was made where employee meant ...

Surely this has already been suggested, but I couldn't find an existing ticket. When switching between Test and Prod versions from web view, the corresponding database view doesn't tell you which version you're in . Unbelievable oversight. This sh...

That would show at a glance which gifts had notes attached to them instead of having to open each one.

At the moment it is only possible to soft credit gift records. It would be really useful if there was an option to soft credit proposals in the Prospect module too.

Would like to be able to have 3 contact types available in Solicitor Performace Analysis Report so Solicitors can use the report to make their calls. Need to have Home, work and email information. Only one phone type is now available.