Currently we are allowed to click on the binoculars and search for the funds. I need to be able to paste hundreds of fund id's to a gift query.

Our non-profit gets many donations through American Express and other companies that charge a percentage to process the gift. EX: A person donates $100 and AMEX takes 3.5% so we only get the difference. We receive these processed gifts only once a...

It would be great to be able to globally unlink a group of constituents, possibly based on their constituency code.

Reports print and relationships show the constituent ID but going through query to select particular relationships only gives access to the import ID. Constituent ID would be much more useful.

As we try to move to less paper we are attaching more documents to our records, especially our Foundations. If the media tab has too many documents the record crashes.

I am adding all gifts in kind that we receive onto RE and am including a specific fund and a few appeal codes to show which areas they have been used in, in our case for camps or for fundraising. I need to run a monthly report showing what gifts i...

When the guest records are pulled through, and we then convert them to constituent (which we do to all guest records), my colleague who completes this process is reporting that if that guest already has a RE constituent record, she is unable to se...

We would like to option to make the Organization/Business Name field NOT required. There are times when a constituent owns their own business, and the name of their business is simply their own name. When that is also their preferred address, an e...

Make the package start dates available to query on.

Currently, the Mapping module maps to RE field Address1 only rendering any PO Box address as unmappable. Outside of RE, MapPoint can map to ZIP code. Please add mapping to ZIP code as an option for the Mapping module.