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Add Deceased? column to the lookup field screen
When looking up a donor to get the donors id, it would be nice to know if they are decease and to see it in the look up screen.0
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Show email dates in webview
A gift officer tried to use emails that of course bounced back. In database view I can see that they are from 2011 and 2012. In webview you only see the email and not the date which is important information.0
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Query using wild cards in the One Of table
When querying for numerous five digit zip codes in an area, it would be great to use the One Of operator in the Query function employing a wild card character. Currently this is done by creating separate Equal To statements for each five digit zip...5
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Dynamically Assign Addressees and Salutations
Most people have a set of standards for these fields that follow a set logic that could be written in a formula. For example, if preferred name not blank, preferred name, else first name; with the addition of if spouse exists and spouse preferred ...0
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Add a Promo Code Option
A group of selected constituents would be able to enter a promo code for either a discount or free ticket. Information would be gathered via the form instead of having to collect this information in person at the event.0
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Use Solicitor Assigned date in summary date ranges
When analyzing solicitor performance, I often need to know the total giving for donors in the portfolio ONLY from the date the solicitor was assigned. I would love to be able to pull queries or reports where I could use the date the solicitor was ...0
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giving score
You should be able to submit certain records for a Giving Score rating. As of now, you can not customize what records are sent, and you can not select which information is used (do you want all gifts sent, or exclude ticket purchases). Also, the G...11
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show org name in Bio 1 address when primary address is business
If the primary address (or frankly any address) is an org address, the name should show when you open the address record and on Bio 1. It is irritating that you can fill it in and make it primary but you only see the full address (yes, the org nam...5
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Allow recurring gifts to draw down pledges.
We have several folks that would like to make monthly recurring gifts towards their pledge. It would be great if a recurring gift could be set to draw down the pledge amount and simplify the process instead of having a pledge and then creating a s...3
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Allow us to write our own Preview Text
Previous email marketing platforms I've used have always had a field to write your own preview text. This would be really useful because we often put an image at the top of our emails to grab attention and for aesthetics, and right now, the previe...0