We need this field to be able to fun a proper Moves Management/Pipeline type report that includes the proposal actions and action notes. Because it's not available, we have to run several different reports to get the info we would like in one conc...

It would be wonderful to be able to see the action reminders on my iPhone and additionally to get push notifications to remind me when they are due.

I would like to run the Cash Flow Report based on a previous date, but there doesn't seem to be a way to do this. There is an Include Gifts Made After Date that you can enter, but maybe changing it to a Date Range field would allow this report to ...

1) Be able to send auto-reminds of upcoming Event registrations 2) Registrants to Zoom Webinars would have automatic admittance, so that Host does not have to give permission individually

In a very small shop, I'm in charge of gift entry. For 2 years I've been adding credit card gifts sent by mail or phone to RE thru the batch process. I did NOT know about the EFT? and EFT tranmission process. I was able to commit a batch and credi...

For elementary schools, it's important we have a directory for advisors that contain their kids information - parents -information.

Could a report be created that shows a donor's giving, gifts they solicited, as well as gifts they were soft credited, and total that amount. It's a question I get asked a lot for Board members and fullfilling their "give-gets."

Have the option to change fields between lookup, table and freeform text, and be able to change the table the field is linked to. When reassigning fields, it is very limiting if a field is already linked to a very full table which you want to get ...

To avoid the need for periodic and unending cleanup, it would be great if you could limit the number of Constituent Codes per constituent record to 1.

When exporting batch commit control report, it would be so nice if batch number or name would pull as export file name. Constantly having to rename every batch filte when it's exported.