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Make date field compulsory for attributes
We are using attributes to record opting in/out of contact, and we want this information to be date specific, but I can't make the date field compulsory and I don't want people to forget to include this. Is it possible for you to make this field c... -
Allow the export of a "hard break" in an addressee or salutation
Allow the export of a "hard break" in an addressee or salutation -
Create matching gift type gifts directly in a company's record
At present we have to create a gift in an individual's record, then add a matching gift pledge tied to their company, then fulfill the pledge. This is burdensome and often leaves us with many open matching gift pledges. Why not have an option to c... -
Search Nickname in Database view
under the binoculars there is no field to be able to search nicknames. The majority of our foreign parents use nicknames and it would be of great help. -
Mark Relationships Inactive for Historical Purposes
In order to keep the history of contacts for an organization/foundation/company, it would be nice to mark past contacts 'inactive' so they do not pull in a query/report but the data is still available for review in the profile. -
When exporting a list from a query option to export HoH regardless if both constituents are in query.
Currently when using the export flag "Export only constituents marked 'Head of Household'" both members of the household have to be in the query being exported. There should be an option to export only the Head of Household as long as one of the m... -
Default to highlight "Other" on donation form when custom amount is entered
When a custom amount is entered on the donation form (OXL), the pre-selected highlighted amount should automatically default to "Other." Our preselected default amount is $50,000 and we've gotten so many accidental $50K charges and it seems BB is ... -
Microsoft Access Database version update needed
We need to export data in a relation database format (RE -- MS Access 2007 does not do this). The other available versions are not compatible with MS Access 2013, so we cannot open the database. We need to open the DB's to troubleshoot data proble... -
Add merge fields to eReceipts email
We generate eReceipts to donors when we process installments of their recurring gifts. Currently, the attached PDF is their acknowledgement letter for their tax receipts. The email itself is just a general message that says an installment was proc... -
Past Due amount not in reminders
Add the past due amount prior to run date as an available field in reminders when creating own data file
