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Ability to globally add/change/delete tax declarations
Would like to be able to globally change existing tax declarations.0
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Different Legends Options (colors) for Contact Types
In Options > Colors > Legends > Relationships, it would be SO helpful to set different options for different types of contacts; most importantly, Former Contacts. Right now, all contacts (even Former Contacts, "Do Not Mail This Contact",...3
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Button needed for Copy Preferred Address to Alternate
The function "Copy Preferred Address to Alternate" should be available as a button on the Constituent's Addresses tab, and on the Preferred Address record itself. It is a frequently needed function, so a button would make it both more visible and ...0
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Create expiration dates for Constituent codes, solicit codes, &/or attributes
It would be very convenient to have a feature that allowed certain constituent codes, solicit codes, and/or attributes (and possibly others) to expire after a designated period of time. Since these codes change for constituents over time anyway, a...0
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Add ability to hide all fields in configuration
Configuration>Fields gives the ability to hide unused fields in your database. This is a great function as it can greatly reduce data entry errors and prevent users from seeing default data that is not relevant. For some odd reason not every fi...1
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Security Option to Require Consent to added
It makes me a little nervous that if you have access to solicit codes you are not required to complete a consent item to change them.3 Already exists
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keyboard shortcut requests
It would be extremely helpful to have keyboard shortcuts for the following 1) Open a record from a Query 2) Open Spouse relationship record from Bio1 and 3) Select an entire row of phone info for deletion.4
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Add soft credits to the list of linkable gifts in proposals
When supporters are fundraising it's very difficult to link soft credit gifts to a proposal. For example, if a supporter was to set up a JustGiving page you would then manually add each soft credit gift to their overall total in the proposal. Beca...0
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Add a business rule for matching gift organization relationships
The decision to automate matching gifts to constituents related to a matching gift organization causes more work and oversight. It would be helpful if this feature could be turned on and off from the business rules, this way we are not constantly ...0
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Adding encryption to email
Our institution runs a spam filter and we see a handful of email campaigns arrive without any type of encryption on their connection attempts. There may be a day where we a forced to block all-non encrypted email so putting in a feature request to...1