An example would be an attribute for trustees connected to a table of fiscal years (when they served). Would be nice to pick FY22 and FY23 with the control key and have the 2 table entries added separated by a comma. "FY22, FY23". Can then do a qu...

To be able to update the records after they are merged

This save hours of data manipulation to capture multi-year pledge payments by installments due and payment made by year. Please note canned reports does not allow custom manipulation. Please let me know if there is a method. This is an ongoing iss...

We have multiple tax IDs in one database. I'd LOVE to use the new-ish feature to email year-end statements, but we need to be able to group by funds that go with each tax ID. Thank you for considering!

Attributes are very often useless without their 'Description' filled in, therefore we would like to be able to set these fields mandatory to avoid creating data gaps.

The current report has very limited sorting abilities, and if multiple solicitors are assigned a proposal it will duplicate the report (and report total...if the report is sorted by solicitor). This tool isnt friendly for the solicitors since they...

We have a couple of historic claims sitting in the 'Submit Gift Aid Claim to HMRC' which were later re-run and replaced with correct data. I realise that a tick in the 'Do Not Submit' can be used, but these could be knocked out by mistake by anoth...

When you add a matching gift on the individual's "new gift" screen, it defaults to MG Pledge and cannot be changed. We don't like to use MG Pledge because 95% of the time, the match is paid out to us at the same time as the individual's gift.

feels like the "Update Fields" button in import process should correctly identify the fields when youre using the names given in an export. Would probably save many professionals alot of time.

It would be nice to adjust their sizes to fit the specific needs of each email.