You already make constituent name available on fund relationships in a fund query. Please also make constituent ID and constituent preferred address data available on the relationships in a fund query.

That would help us send birthday cards to our constituents, rather than pulling a query and manually entering it.

AddressFinder does not change the county when adding a new address. This means we have to go back into each record that was changed and click the Address Accelerator to update...thousands of records! If the AddressFinder could incorporate Address ...

One can preview the validation report for any batch. However, in a recurring batch, one cannot see whether or not the gift is being applied to a pledge or recurring payment. Adding this feature to recurring batches would be helpful for checking re...

It'd be good to have some indicator for whether or not parenthesis are being used for a Query field, such as the button appearing to be pressed-in if it's already in use. For longer fields (such as long sets of "One of" criteria), you cannot tell ...

I use the Receipt field on gift records to indicate whether that gift has been reconciled with our Finance dept (instead of using Gift Post, because of the difficulties in unposting gifts, should that become necessary). Would love to change the te...

Queue only allows us to edit a subject line. This means that recipients get an email with a subject line and an attachment, but no body. In our organization we have to send a pre-email email to let people know it is okay to open the attachment in ...

Address Import ID is the address identifier that should stay with a particular address. Copy address to alternate is used when an address is being changed, the new address is added as the preferred address so this needs a new address import ID. Bu...

In Web View - I know we can filter by drawing map boundary for geographic filter, but is there a way (still in Web View) to incorporate a filter for a BLANK field? In other words, we need to create an email list for everyone in a specific geograph...

Create a list of routing numbers and the banks they are associated with and include it as the standard table for Banks/Financial institutions. Since many organizations deal with many donors who deal with many different banks, one master list would...