Hello, It would be helpful if we were able to further filter gift lists. For example, I cannot generate a list that shows the tax receipt number and tax receipt status for me to give my finance department. The only way I can currently see the rece...

To avoid creating duplicate account for the same donor. It will helpful for all who use this software.

We have appeals/events/campaign that cross Fiscal Years or Calendar Year. We would like the option of ALL DATES or the option to select the date frame as well. I can't go back to review last years events or appeals as the reports only pull calenda...

In gift query, I would like the option to query on last gifts given. This would be great for working with lapsed donors.

Once a participant is checked as a "vendor", they should be able to be included in any and all events instead of having to search and set up in every individual event. And they should carry forward as a "vendor" for any future event (in the look u...

Organizations receive mail and the constituent record should provide the ability to add an editable Primary Addressee and Primary Salutation just as individual constituent records.

Former employees show up on the list for Auto-remind feature within an action. I am making a feature request to make "Usernames inactive." See also related community idea: Have the option to show only active users when creating an action and sele...

Currently, emails sent in online express cannot be downloaded as a pdfs to save in an organization's files. This is a common function; for instance, we previously used mailchimp and were able to download emails as pdfs to save in our shared drive ...

So that development staff don't have to be marketing experts - and marketing experts don't have access to donor data! We created an Online Express user group to lock down our security settings - but all users have access to Download Transactions, ...