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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
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Can Solicitor choice in Gift Defaults be set up like it is in Action Defaults?
If the Solicitor choice in Gift Defaults could be set up like it is in Action Defaults, then we could select the donor's Staff Partner with Date To blank (we only allow one per donor), then the solicitor could fill in automatically in the Gift Def...0
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Make benefits carry forward from pledges to pledge payments
We just had a fundraising event where donors made pledges for the upcoming year. They also received goods and services that need to be deducted from the charitable portion of their pledge. When I add the benefit to the pledge record, the receipt a...0
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Create exception for appeal global add
When appeals are added with a global change, there should be an exception noted should the appeal already exist there.0