This would be helpful as we have many segments within an appeal that we are coding as packages, however, we cannot drill down to click or view gifts that come from specific packages.

Great fund-raisers work with entire families. When we speak with one member of a family, whomever enters another, separate RE constituent action for another member of the family needs to know about all pertinent conversations pertaining to the fam...

I want to check that the recurring donations are linked to their recurring schedule in batch, with out click on each gift>Apply to. Having linked gifts display in a different color will help me quickly double check that the cash gifts are appli...

Add the ability to globally change unposted GL Post Dates for adjustments. When RE gifts don't post to FE, we need to group them together for posting purposes.

Currently, the report Target Analytics Scores List report includes only CMS rating categories. This does not help when users want to report on other ratings such as ratings from NXT or WP. Please add all rating categories to this report so that us...

Would like to have option in reminders to generate notifications to donors of upcoming charges when they are paying by credit card or direct debit. This would be for annual, semi-annual, quarterly donors. Need field option of payment method availa...

In RE Batch, it's now possible to enter a pledge payment date that is before/earlier than the original pledge date. This needs to be blocked somehow through Business Rules or elsewhere.

i'm a new user to the entire system/program. so far so good. my question is as a volunteer program where each volunteer physically signs in and out each day for their time, do you have a badge swipe option that would sync with your system and thei...

Have module experts for the specialty modules such as tributes, events, etc, on the tech support staff. I would happily join a cue to speak to someone who has particular expertise in a module.

When entering in a new spouse, have the last name autofill, in most cases they are the same.