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Allow us to hilight and copy a constituents donation history. I want to be able to easily copy his or her whole history and send it to him.
Allow us to hilight and copy a constituents donation history. I want to be able to easily copy his or her whole history and send it to him. Currently I can't.4
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Add "Gifts.Reference" field under fields to include in Honor/Memorial Acknowledgment letters
No description provided0
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Track BBMS processing fees
In RE the processing fee is not something that gets recorded and there isn't a way to post that to the GL from RE to FE making it difficult to to reconcile without significant manual processing. This is a significant design flaw for what is an ext...0
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Allow a conditional mail merge to use "one of" as a type of condition instead of just the choices "equal" "blank" "greater than" etc.
I use Mail for donor acknowledgement letters and many are conditional mail merges. I would like to be able to have the full complement of conditions (one of, for example) rather than being limited to "equal to," "not equal to," "greater than," etc...0
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Eblast query for Netcommunity
Wish there was a simple way to have ONE Query for ALL Emails to simply link to netcommunity. Just learned that Organziation wont email even though an email is on the org profile. Processing eblasts and capturing ALL emails in one go around has bee...0
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Increase # of characters in footer of Financial Report>Annual Statement Report so we can include EIN & statement that gifts tax deductible,
Increase # of characters in footer of Financial Report>Annual Statement Report so we can include nonprofit's EIN & statement that gifts are tax deductible, no goods and services were exchanged, etc. That way, this report can serve as the of...0
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Add Contact Types to OLX messaging
The ability to choose which Org Contacts to include in Mail has been a terrific feature. I use Quick Mail all the time to create exports of mailing data for individuals and selected org contacts in one Export. This same ability to select Contact t...2
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Columns for view in the Events module, participation tab
The events module has a "guest of" column that can be moved over to view on the participation tab. A "sponsored by" column would be helpful1
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Query fields to compare the value in different Phone Types
We have many phone types, and I'm sure there will be duplication of phone numbers within that, but within different fields. It would be helpful to be able to query on the value in a field type and see other phone types in the same record with the ...0
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Recurring Gift Expiring Credit Cards - Auto
An automated process that would send recurring donors whose credits cards are expiring an email/letter would be great. Also, love the idea or renaming the recurring gift schedule so not to confuse it with the actual pay-cash sounds like a great an...0