Some constituents in our database have more than one membership. Most of the time, the constituent has multiple dropped memberships and the current membership is at the bottom of the list. (A frustrating result of the way membership data was enter...

The suppress duplicate rows option in "Query" > "Record Processing" only works if the query type is a constituent query. It would be great if this worked on all query types.

When you set up a batch and when you add the fields for the batch you cannot add muliple solicitors. At this time, you can only add multiple solictors when you are into the batch and it is done manually. This take extra time and we should be able...

Be able to output the spouse giving in a constituent query.

While importing a new gift you are unable to import an amount different to the gift amount as "portion Subject to tax" this is also the same with Vat amount charged. The only way around this is to run a second import updating the original gift. I ...

hello

Currently users can prevent personal information from being Exported through the Export module. User would like to be able to prevent personal information from being Exported from Query. Users may need to see the personal information, but would li...

When running the cross-reference tool- (1) have the option to cross reference only current employers; (2) - have the option to remove matching gift relationships for previous employers.

On the Fields tab of the Statistical Report is the "Field to use:" field. There are a lot of fields listed there, but we need some that are not there (related to ResearchPoint results that are stored in Ratings on the Prospect tab). It would be gr...

As a community foundation, we manage over nearly 400 funds that are receiving gifts all the time. We'd like the ability to set principal/spendable defaults on the fund record. Having to enter it with each gift opens us up to data entry errors. We'...