Add sub-constituent fields, with a date to field. For example, a board member could have a "Board Member" constituent code and a "Trust Committee" sub-constituent code linked back to "Board Member." If they change committees, a date to could be ad...

It would be helpful to be able to include a specific contact type in the output when running a query.

Sometimes we will change a pledge date ahead because of the fiscal year; but the only way to do that is delete the pledge and re-enter because the installment date cannot be changed.

When working in batch, if you enter a gift and then link it to a pledge, the type remains 'cash' until after the gift batch is committed. Our finance team reviews batches and needs to see that the gift has been applied before the committal takes p...

If a gift is inadvertently deleted, there is no easy way to get it back. I was intending to remove the soft credit on a gift and I inadvertently deleted the gift. Doing a full database restore seems like overkill just to retrieve this one transact...

We'd like the ability to make the auto-remind check box be permanently checked when creating a new action, to force the creator to add who the action is assigned to. It is possible to make other fields on the action required, but not the auto-rem...

Allow F8 to validate in the constituent window when running a gift or constituent batch

Some dashboard default to only include Pledge Balances even when you select that you want to include Pledges. Every dashboard should have an option for you to include Pledges or Pledge Balances. Otherwise, if this is not possible, every dashboard ...

Allow option on Renewal Notices to use Name on Card instead of just Addressee or Salutation.

When clicking in the quick find box when searching records (constituent and otherwise so far as I can tell), pressing CTRL at the same time highlight the entire field so that you don't have to backspace or delete to clear the last search. PLEASE...