This would be helpful for acknowledging loyal donors who have given for a certain amount of years.

So when we our generating our donor recognition lists we can use the name the organization wishes to use which may different from the legal name of the organization. We presently store this in Alias, but that is not accessible from the reports.

When entering multiple gifts through batch, it would be awesome to be able to set a legend to see what records have tributes linked to them on the batch screen.

In order to project future income I need to be able to identify "live" proposals rather than those that have been made inactive. At present there is no way to do this.

We periodically have participants who change their event registration information or we manually add participants. Would be nice, once updated or added, to be able to send them an email with their confirmation information. Should be a templated em...

When exporting a pledge payment - there is no ability to export the original pledge information (amount, date, fund, current balence, etc.) Because the gift entry validation does not have address information on it I need to re-create it on my ow...

In one meeting, a MGO can discuss multiple proposals. When writing that contact report into an action on RE, you can only link it to one proposal or opportunity. However, this contact report might share movement about a planned gift AND a major gi...

Soft credits are GREAT! Why limit soft credits to just gifts?? We would like to be able to soft credit things like constituent notes, constituent actions, maybe even constituent attributes and media, to another record. It is such a hastle to add i...

When I do my deposit from checks each week, I create a gift query to show all of the checks and cash deposited this week. In order to get a total of the gift $ deposited, I have to export it into Excel first. It would be nice to have a gift total ...