Users would like to be able import gift adjustments rather than touch each gift individually to make an adjustment.

I would like to have the ability to modify the action categories of phone call, meeting, mailing, email, advocacy and task/other. Currently they are hard-coded into your system and it would be helpful if they could be tailored to the workings of o...

Should be able to show write offs as subtracted from Gift Detail and Summary Report

Can Global Add/Change/Delete have all the record fields available? For example - in the Volunteer ADD - you can only add Checklist items, however in Reports, there is only a Course/Training Report - which is the only place to put expiration dates ...

Currently the Capacity field in Event record defines the maximum total number of participants for an event. Would like additional settings in Config - Business Rules - Event options so that Capacity reached calculation is based on Registered Part...

The recent updates reset all user setting preferences, such as sorting, what columns you see in a constituent record, and print setting defaults, at least for us. This happened again last night (7/16/20) and I am back to resetting all of my views ...

Having a solicit code on the first page of database view make it very quick and easy to see if they can recieve mail or not. It is quicker to change and quicker to find if making handwritten or smallbatch mailing

Use Quick Find to search by entering Constituent ID or Name into the Quick Find Constituent field. Having that ability in the Quick Find (and Last/Org Name) would be a real time saver!

There needs to be an easy way to email monthly individual pledge statements/reminders to donors. The more you remind a donor to pay their annual pledge the better chance they will pay it sooner. It also needs to reflect each month if they have mad...

Having animation within an email helps to grab the recipients attention - whether it is a hero image, multiple images playing in the body or a call to action button.