I think the manual concontenation of having to use Excel in order to add /n for each Address Line is a time-consuming process and also prone to error because not all address provided externally are in the same format e.g., Cottage names (normally ...

Currently if I do an export of donor giving and tell it to include pledges, it will export the pledge, which was an individual gift entry. AND the payment of the pledge, which is a separate gift entry. Therefore on a big spreadsheet giving totals ...

The Mail function can be used to generate receipts or send email with a pdf receipt attached to it. The goal is to track open rates and bounce rates of the emails sent out via the mail function.

I find it strange that when a date is selected as crtieria for sorting data in a query, the dates show up in sequential order, not chronological order (ie: 8/10/14 is listed before 8/2/2014). It seems to me that a "quick fix" to this problem woul...

Deceased Soft Credits - In Config, if you have "Soft credit spouse for Deceased's gifts" checked, it ONLY works properly if the person marking the record deceased has permission to add/edit gifts! But no warning pops up, and there's no way to eith...

Some state codes are treated as system codes and cannot be amended. Therefore for example, users cannot amend the state code for Queensland in Australia from Qld to QLD (the latter is the correct format). Can the database be amended to allow such ...

It's currently not possible to globally delete tax declarations, however this would be handy in case of import errors.

When member benefits change for the same level and the name of that level changes, one must click "upgrade" or "downgrade" which renders the comparison report or other canned reports useless.

clicking so many times to move one letter up a list of 35 isn't helpful. Need the ability to click and drag in config letters section

Currently, the only options for the Gift Detail and Summary Report under Sort/Break are Gift Date and Constituent. These only apply to the Detail report. We would like to be able to sort either the Detail or the Summary report based on any column ...