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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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Comments in query
I would love if it was possible to insert comments into a query, explaining why certain criteria was included. For example "The following OR statement was used to pull specific names per the President". Very typical to comment things in programmin...2
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Gift status flag for pledges should automatically switch to complete when final payment is made and balance = $0
No description provided0
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Default Membership Expiration Options in Configuration
A user would like to have more options when setting the default for Membership expiration in Configuration. Specifically, it would be beneficial to have an option to set it on "last day of current calendar year." This would be similar to the table...1
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Include phone types as a field option in Tallies report
I'm doing table entry cleanup for our phone & email types and had to use a workaround with query and a pivot table in Excel to figure out how frequently each was used. The code tables report doesn't show usage rates so it would be much quicker...0
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Expand Query Summary Info - Allow All Tabs To Be Summarized
Add Media, Notes, Addresses, Relationships, and Prospect tabs to be summarized just like we can summarize for Gifts, Honor/Memorial, Actions, Appeals, and Event Participants.0
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Planned Gift frequency
I have several planned gifts that are being realized over several years' time. One pays out yearly, but I have another that is giving monthly gifts. My CEO would like to know the number of installments we expect to receive and the number of instal...0
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Export, Mail Merge to Office 2016
Please upgrade the export/mail merge feature to Office 2016. Hosted accounts merge to Office 2007 which is outdated and cumbersome. Merges are currently taking 10-15 minutes for one letter (with no image). This ties up the system during this time ...0
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Automatically update a spouse records salutation when spouse becomes deceased.
When marking one spouse deceased, the other spouses record's salutation should automatically be corrected to remove the deceased partner.1
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Allow cash flow report to calculate future receivables based on a split pledge and split payments
A user would like the Cash Flow Report to calculate future receivables based on a split pledge and split payments. Currently, the Cash Flow report is designed to look at the pledge record itself and provide an illustration of anticipated cash flow...1