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Ability to link spouse to company/organization
It would be very helpful if we were able to link the spouse of a constituent to the spouse's employer. Currently, when you enter an individual relationship (Nancy Smith) for a business (Chase) and search for Nancy Smith who is the spouse of Bob Sm...0
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Single gift aid declaration for recurring gifts
On a recent telephone campaign, donors have pledged a recurring gift BUT ONLY ALLOWED US TO CLAIM GIFT AID ON THAT GIFT (not any other gifts made during the course of the recurring gift). Would it be possible to link a gift aid declaration to one ...1
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Let us search on 2nd adult alias
We spend a lot of time adding maiden names and aliases in the 2nd Adult/Spouse relationships, but then cannot search on them. It would be great if it didn't feel like we were wasting our time putting that information in there. I have mentioned thi...0
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Volunteer Checklist Comments are limited to 50 characters and needs to be expanded.
50 characters is not enough to document everything needed. More detail is good for everyone! It should be either unlimited or a field you can set to different amounts. Some companies might only need/want 50 characters but others might need 100 or ...0
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Edit a constituent from inside a query
There should be a way to edit a constituent's name, address, etc from a query, without having to open the constituent. This would be extremely helpful and less time consuming.1
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Query List Select Record Checkbox
I would like to see "select" checkboxes added to Query List in order to edit mailing list easier. Where you would put a check next to the names that you want to remove from the Query List. When we are working on segmenting mailings, we do use quer...1
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Proposal Name Needs Table restriction
We wish to submit that the Name field when you create a New Proposal should NOT be a free form entry - rather a drop down selection from a table we can create.0
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Proof that appeal on pledge matches corresponding payment
When I reconcile at the end of each month, I find isolated pledges and the corresponding payments where the appeal does not match. In our annual campaign, this is critical because it causes reporting and rebates to our parishes to be incorrect. Ou...0
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Batch EFT transactions instead of doing one at a time
We enter gifts as batches and we receive credit card info. Sometimes the EFT works and other times it doesn't. We were just told we have to do 1 batch per 1 EFT. Please allow us to do batch EFT's Thank you3 Already exists
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annual recurring to get receipt immediately
Currently we cannot separate the recurring credit card batches into "annual" and "consolidated receipts". Annual people expect a receipt immediately, not at financial year end but it is impossible to separate OR raise receipts just for them. I've ...1