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Query on Is Contact? checkbox
A user would like to be able to query on the Is Contact? field to be able to export only specific contacts. -
We're adding an attribute for "external affilliations". The attribute and tables were created and now we're in the process of setting the s
We're adding an attribute for "external affilliations". The attribute and tables were created and now we're in the process of setting the sub categories (table) under the attribute in configuration. For each table created, the table name is asking... -
Allow any gift to waive benefits
Currently, it seems that the option to waive benefits is only available for Memberships in order to receive a higher deduction or in Sponsorships. However, some appeals may have benefits (e.g. "get an umbrella for a donation of $X and above") and ... -
Waive benefit by individual benefit
In order to track what sponsors can expect to receive, we fill out "Benefits" with the cost per unit. This automatically calculates the deduction. However, it doesn't seem possible to waive some Benefits but not others from the Event Registration ... -
Adjustment reversal date
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 -
I would like to see Notepad Type as one of the column choices in the Action Tab.
It would be helpful to be able to choose Notepad Type as one of the column choices in the Action Tab. Notepad Description which is a choice is just a text field and is not focused enough when being accessed by many users. Since you can make specif... -
order type default
The Order Type field on gifts defaults to "Telephone". We would like to change this default value to "Mail" for our database and we think other clients would like the opportunity to choose their own default value as well. We have set the Order T... -
Merge Recurring Gifts
I would like to be able to merge recurring gifts so we can keep the history of both gifts under one gift record. The current alternative to this is either keeping both recurring gifts which can cause confusion when gifts are re-instated, or deleti... -
Allow multiple users to access the Duplicate Constituent Utility Tool at the same time.
especially after a recent conversion, we have a LOT of duplicate records. It would be helpful if more than one single user could access the de-dupe tool so we could process these records more efficiently. -
I would like a way to pull the "Next Action" and/or "Next Open Action" for our constituents.
We are trying to manage the very next action, especially those that are incomplete or don't even have one recorded. Right now, we have to pull multiple action dates and then sort through and delete. Very cumbersome.
