Nowadays we use email more than phone to contact our donors/members... It would be easier to see the email tab first on the bio 1 of a constituent record instead of phone tab. Can you invert those 2 tabs??? Thanks!

Expand the Matching gift pledge box and be able to over pay the pledges. If there is a company with more than 10 matches it is very cumbersome to scroll through all active pledges. You also have to uncheck pledges that are not being paid. We shoul...

When viewing a record it would be nice to see all phone numbers, emails, and links in a single pane instead of tabbed.

Any time solicitor changes have to make sure to update both husband and wife. Would like to see assigned solicitor link so only have to update one record and the other would automatically update.

When I run the Solicitor Performance report, I export each page as a separate PDF to email to the solicitors. With 7.94, I now have to answer a dialog box EACH TIME asking if I want to open the file. I want to turn this off.

Since upgrading to 7.94 my dashboards with graphs are a mess - I can't compare as many items as I could before, for example in Appeal summary, I can only come 4 or 5 appeals otherwise the text all starts overlapping each other. Also the vertical a...

There should be an option to default all adjustments reversal dates to adjustment post date, especially if integrated with FE. You cannot go back and adjust a closed period- just not done in accounting

When submitting a Gift Aid claim to HMRC, no confirmation of this submission is received other than RE saying 'Sucess' This differs from submitting via the Charities Online webpage - when you use this, HMRC gives a claim summary detailing the dat...

So I am adamant that absent adjustments/chargebacks, etc. that our donations be posted in RE7 via the Batch function, which gives control over mathematical errors as long as the batch is tallied and totals are entered before the gifts are entered....

In 7.94 exporting phone, you can no longer create separate columns for each phone type. So, if you want a column that is JUST email and then a separate column that is just Cell, that is no longer possible . . all phone types will be co-mingled int...