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When you change the preferred address for a constituent, have the relationship record preferred address also update.
If you change the preferred address on one record, the address listed on the relationship record will not update to the new preferred address. When the preferred address on the relationship record is not updated every time we change the preferred ...1
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Support Drag and Drop for Adding Media Files
Save time by dragging and dropping media files onto the Media tab window of a Constituent Record instead of having to click New Media > Create From File > Browse > Open > OK. This would eliminate at least 5 clicks for every media file ...1 Will not implement
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Default Constituency Code
When a new individual is created, it should allow a default constituency code so that doesn't have to be entered every time for most.0
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Membership - ability to add past history for current memberships
We would like to go back and add historical membership data for our current members. Unfortunately, as things stand, we would have to delete all their current history, enter past history and then would have to reenter the current history. At the v...1
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Campaign, Appeal and Gift ID need to populate in database view Batch when coming from web view
In Web view you can add the campaign and appeal and it will show up on the gift in database view, but not on the Batch in database view making the batch incomplete and no way to change the info in Batch. Gift ID shows up in the gift record, but no...0
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Allow Last Gift Information in the Constituent Window of Gift Batch Entry
When entering gifts, this will help me decided if the gift is a reactivation. At our organization, someone who hasn't given in 3 years go into acquisition, which has different coding. This will help me to quickly identify a reactivation without op...1
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Allow Installment Schedule to be Globally Changed after Pay-Cash Installments have occurred
Currently, if we want to change the date on which pledge or recurring gifts are being processed after the installments have already begun (for example, changing from the first Monday of the month to the first day of the month), we need to manually...0
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Add Time field for when constituent gift was manually entered
I import/export all donations made on a daily basis, sometimes more than once. It would be most helpful to be able to see the time of day the constituent gift record was updated so as not to duplicate when populating spreadsheets.0
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add option for credit card to be charged that day on donation form for recurring gifts
Currenty in OLX on a donation form, if a donor chooses 'Recurring Gift" and picks a gift schedule, the option does not allow for that gift to be made that day, along with choosing a future schedule. There should be an option for a donor to make a ...0
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Query or Export Original Amount before Adjustment
The only way to pull out the gift amount prior to it being adjusted it to run the Adjusted Gift Report. However, users would like to be able to put this amount in Query or Export to pull over to an Excel spreadsheet. The formats available in the r...5