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Being able to filter out more fields in Reports
Our donations and gifts are separated by certain subtypes, payment vs. donation, and reports won't let you filter out subtypes, or in fact appeals either. That would be a great option to have0
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organize fund ID anyway, rather than just alphabetical order
When there is 59 fund id's and you want the current year to be on the top rather than somewhere in the middle. I know we can change the listing of constituency code by moving it up and down in config.0
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Custom View for Event Records
We have the event module. Allowing us to create a custom view to input information for an Event would help us minimize effort here. I'd like to control some data entry on event records for adding attribute fields and data. Not sure why this functi...0
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Split DATE OF BIRTH Field to Three Fields (Month/Day/Year)
Often we hear word of mouth that it's someone's birthday coming up but don't have specific year and we're even lucky to have the date of the month. There are many cultivating opportunities and auto-generated tasks that can be taken advantage of if...0
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Query DECEASED BOX (and other fields) DATE LAST CHANGED.
As the only option is to query when the entire record was last changed and, as we all know, a record may be updated long after someone has passed away, it would be helpful to query when the Deceased box was checked. This would be particularly help... -
Display annotation automatically.
I would like the option of displaying the annotation at the record level and/or at the gift level. Maybe just have it come up once while viewing a record. When I have to view many gifts with an annotation pop-up, it is frustration to have to close...0
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include rejection codes when committing an exception batch
Two weeks ago, the credit card icon for processing credit card gifts in database view was replaced with a longer process. Since then, I am only able to commit $0 exception batches if I delete the rejection codes. It would be helpful to be able to ...0
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Have profiles include more spouse information
No description provided2
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Extend length of comments field on Fund record attributes
Extend length of comments field on Fund record attributes which is currently limited to 50 characters. We utilize this field as the "friendly name" for endowed fund reporting since the description field is related more directly to the fund and the...0
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Close proposal (Change status from Open to Funded/Closed) after linking gift
When I enter a gift and link a proposal to it, RE still leaves the proposal open. In order to adjust the status after linking I still have to go into the prospect tab to change it. What's the point of linking the proposal if we still have to go in...0