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Vote
importing links to membership and recurring gifts
At the moment you can import membership transations and also Recurring Direct Debit gifts, but your unable to import the link from the gift to the membership. You can only update it manually or via the plug-in. I would like to be able to import t...
Created 26 Jul 11:25 by Guest
2
2
Vote
Prevent Unbalanced Batches from being Committed
I would like to re-suggest that a business rule be created to prevent unbalanced batches from being committed. The warning is insufficient and too easy to ignore.
Created 13 Jan 14:31 by Steve Walsh
Gifts
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2
Vote
Output query from a Gift Batch
It would be great to have the option of an output query from a gift batch - our administration wants to send out letters BEFORE the gifts are committed and so I have to manually do these letters.
Created 12 Jan 19:44 by Guest
Gifts
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2
Vote
Adding Google Sheets and Docs as an export type for queries and exports
Organizations that are using Google for Business as a large part of their information systems infrastructure, will likely have many people working directly with the Google apps simulating traditional Office applications like Word, Excel, Powerpoin...
Created 11 Jan 18:36 by Karintha Marshall
Import/Export
0
3
Vote
Need to be able to link membership to a planned gift
When using the planned gift module, a planned gift is really a type of pledge. You can link a membership to a pledge, but not to a planned gift. This makes it difficult to tie everything together if you have any kind of planned giving related memb...
Created 19 Jul 23:30 by Guest
Planned Giving
0
2
Vote
Fix alignment on 'transaction details' merge field
For acknowledgement emails, the transaction details merge field is not aligned properly. The first line is indented slightly. Same with the tribute notification if the donation is made in honor of someone. Please fix this!!!
Created 06 Jan 22:22 by Guest
Online Express
0
3
Vote
Export Report Name
Add the Export name to to Export Report and format the report similiar to the Query Control Report
Created 13 Jul 21:38 by Guest
1
3
Vote
Allow for more than one level of sorting in batch
Would like to be able to sort batch by fund and name. Add option to keep first sort when performing another sort or the ability to choose several levels.
Created 03 Jul 00:24 by Guest
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3
Vote
Each gifts should be flagged as it is committed in a batch in case of network/power failure
When committing a large batch of recurring gifts, it is a nightmare to recover following a network failure - there should be a log which can be used to re-start the commit at the point it failed. This is particularly frustrating if gifts are linke...
Created 25 Jun 11:58 by Guest
3
2
Vote
Allow Edit to Write a Letter function on Org Constituent Record
The date in the letter generates as weekday, month, date, year. Would like to edit this so it defaults as Month, Day, Year.
Created 22 Dec 17:33 by Guest
Constituent record
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