Financial Reports-Constituent Giving History report. When i have the soft credits to soft credit recipients it puts a # Denotes soft credit gift recipients by the gifts which i am completely fine with. However, it also has a "Note: Since gifts hav...

When doing a large constituent import or gift import, I've had to restart the process a few times because of other users forgetting the warning that the database is undergoing an import and logging in and trying to run queries or reports. Both of ...

You should be able to create business rules to add compulsory fields with NXT records - particularly around communication preference (NXT) / solicit codes.

Currently unable to pull soft credit gift amounts via query. Our organization utilizes soft credits on a grand scale, and we are unable to pull out specific donors by amount. Although the option of soft credit gift amount in grid appears to be an ...

I always forget it's the down arrow and not tab or someother silly key stroke. Just let control+V work without having to remember that silly step. And create a category for Query in discovery.

We should be able to change the color of hyperlinked text so it does not always have to be blue. This limitation to formatting looks dated and impacts the appearance of all emails. This seems like it should be an easy thing to fix.

Adjust Business Rules to allow fiscal year to precede batches rather than only allowing for the calendar year

Drop Canal Zone (CZ) as a hard-coded Untied States territory. It has not been a territory since the turn of the century and the US Postal Service does not recognize the state code.

It is much quicker to clean up outdated letters if you can select multiple to delete or mark inactive at once rather than opening and marking each individually.

Please add solicitor type in constituent query so for example, we could search by solicitor name and by the type ie solicitor name equals john doe solicitor type equals primary prospect manager. (See BB708272)