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Add soft credit name to available columns on the gift tab
Please add the soft credit recipient name to the available columns on the gift tab of a constituent record.2
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Are you sure you want to change all records in the database?
When globally adding or changing records, if after pressing the "Include" button, you mistakenly press "All constituents" instead of "Selected records," this warning would save you from a database nightmare.1
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Connect guests with registrants
I was asked if it is possible to group the guest with the registrant (or show the "guest of" field). Some of the guests don't have the same last name, but register at the same time as the registrant. This would save time searching the list for the...0
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Radius Search in Query
I believe that you should be able to query or report based on a radius search of either a city or zip code. We constantly want to be able to find donors within 100 miles or and hour drive from a particular city when our major gifts officers are tr...7
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Set a default attribute against every gift a constituent makes that would be auto-applied
If we want an attribute to be applied to every gift that a constituent makes, there isn't a way to set this up at present. It would be great if there was in order to cut down on the manual entry.0
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Exporting proposals by status date change
it would be great if there was a way to run a report or even query and export on all proposals that had a status change in the last XX days/time; right now there is no way to do that; in webview you have the status history which is incredibly awes...0
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Ability to link a Participant to a Relationship record. Ex. The Participant would be John Smith from Company X
A lot of the attendees at our events are sponsorship contacts or professional contacts we have developed over time through an organization. These people do not often have individual contact records, but we keep track of them on the relationship ta...0
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de-duplicate for phones/emails
The 7.94 upgrade has put a lot of duplicate email addresses and phone numbers together on the Bio 1 tab because they had different phone types. Create a de-duplicate feature for email addresses and phone numbers that have different phone types but...2
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Add photo to Individual profile template
It would be great to be able to add a photo to the Individual profile for our solicitors. Especially worthwhile when they've never met them before.0
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Make it easier to see if Letters in Config are Inactive.
Currently, there is no way to see whether letters in Config have been rendered Inactive other than to manually open & check each letter one by one. You can't just look at the list and see which are active or inactive. As many of our gift lette...5