-
sort Gift detail and summary by GL Post date
Sort Gift Detail and Summary Financial Report by GL post date1
-
Allow administration tasks to be added to favorites on the home page
Allow imports, global changes and other administrative tasks to be added to the Favorites section of the home page. Users with security permissions for Administration often have tasks performed frequently, so they should be accessible from the Fav...0
-
event guest sponsor relationship
Have Event Guest and Sponsor information automatically show on the Relationships tab.1
-
Option to use the enter key instead of tab
It would be great (from a data entry standpoint) to be able to use the enter key instead of the tab key or clicking on the binoculars to go from field to field or to search for a name/fund/event, etc. Why couldn't this be added to the user options...0
-
Split testing function within Online Express
Within Mailchimp you can split test a list with a small set of data from your list. Mailchimp will then automatically send the bulk of your list to whichever the winner is (email with the highest open rate) from the split test. This isn’t possible...0
-
Title as an optional field in an Online Express Event Form
Useful when we need to know the title of event registrants. It is not always easy to guess, yet it is useful information. We have to go in and add it afterwards instead of at the time of checking the new supporter details. It would speed up data e... -
Update all shared address should fields.
Currently the shared address only shares the Address type. I would like it to also share and update the Info Source, County, Region, and Valid Dates.0
-
Change Cash gift type entries to Pay-Cash automatically
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...0
-
Add an "Undo" feature to retrieve a deleted gift
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...0
-
gift aid rules
Would it be a good idea to provide a function to print/display (in a user-friendly format) the gift-aid rules that are set-up under business rules in config. Our Finance team currently have no visibility of how the rules are set-up and I don't wan...0