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Include Pledges in Missed Payment Panel on Dashboard
The Missed Payment Panel available on dashboards only includes Gift Type=Recurring. Lots of Gift Type=Pledge payments are recurring and must be managed the same way as open-end gifts. I.e., credit cards expire or something else happens to interrup...0
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New Field of Last changed by for Phones & Emails
Its great that all phones are now associated with the Preferred Address and that we have a date last changed field to query on. It would be really useful to also have a last changed by field, so that we can query/export on the user who last change...0
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NCOA updates should copy all address settings from previous addresses
We had a constituent's address set to DO NOT MAIL. They moved and the National Change of Address added their new address in RE. It did not take into consideration the DO NOT MAIL that was previously selected and an "ask" was mailed out. Not a good...0
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Add ability to globally update NetCommunity checkbox on Gifts
I would like the ability to globally change the NetCommunity checkbox on gift records or at least provide this update capability through Import. There are times when we have a group of gifts that have been batched through Sphere and the gifts were...3
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Be able to pull SOFT CREDIT donors in a canned report
It would be helpful to be able to pull a report to only lists the SOFT CREDIT donors. For example, for the Gift Detail & Summary Reports, be able to pull only the list of SOFT CREDIT DONORS to get the total amount attributed to SC gifts and th...0
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A plug-in to change address lines to propercase
Many times our addresses are in all CAPs making the record labels and documents look inconsistent when printed out. Can a plug-in be built that will convert the CAPs in the address lines to propercase?2
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Prevent autopreview when adding PDF object in Media tab
In the Media tab on a constituent record, adding a new object such as a PDF document. After selecting the PDF file to upload and completing the Media record, the PDF will auto preview. Make it an option to have this autopreview occur or not.0
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Ability to add fields in reports that are not already available like a "Total Receipt Amount" field in the Constituent Giving History report.
I am preparing a report for the previous year to show our constituent's giving history that would include not only what they gave, but also their receipt amount. I can add a column for the receipt amount, but not not have the option to total this ...0
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Allow Import of Word Documents into Mail/Donor Acknowledgment Letters
We use digital letterhead templates that cannot be copied and pasted into an existing document.0
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Ability to add more characters in constituent fields
I am prevented from entering the full name of Organizations and positions of employee because there is a character limit. This means incomplete information for mailings and having to add the information in Notes.1