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I want to be able to search accounts by account number
It would be very useful to search for an account by account number because a sequence of numbers is different that perhaps misspelling the name. If we have the account number, we can type it into the quick search or even the "advanced find" and se...2
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notating automatic template email receipt in the donor's Journal
When donors make an online donation using the form on our website, that donor automatically receives an email receipt of that donation (which I set up as a template) I would like to see this email noted in the Journal for the donor in case I need ...1
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Allow Editing Relationships Through The API
Currently you are only able to retrieve a list of relationships for a given account reference, there is no way to change any of the relationship information. This would be very useful for managing relationships with any internal applications we ma...0
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Improve search functionality
Search feature should also include all personas associated with account and all text within personas, journal, etc. Search should pull accounts with close spellings as well. As of now, the exact name of the account must be spelled perfectly in ord...1
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When using a template in journal to donor email would like the updated Name & Donation amount to be reflected in the journal contact entry
Currently the information generated to the entry does not reflect updates for each individual donor0
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Adding "Rules" to the DIY Forms verses the insane charge for an eCommerce Form
Currently our organization has 3 giving forms to cover everything we do, which complicates the giving process and is therefore not conducive for our organization. In order to combine the 3 forms, we were told we needed an eCommerce form. However, ...0
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Need a report that list all security groups, with users and the detail info on it
Need a report that list all security groups, with users and the detail info on it0
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Facebook App
I would love to see a Facebook app that basically would embed one of your forms onto the page if someone would say click on our page and click subscribe they wouldn't need to leave Facebook to donate or subscribe. I believe Mail Chimp has somethin...1
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List potential duplicates in ID order
When I clear duplicates, i usually merge into the later one (higher ID), since it is more recent and accurate. This means there is an extra click to switch them (source and target) round before I merge them, Listing them in order, will remove the ...1
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Provide for tracking of planned gifts
Since CASE standards allow counting planned gifts pledged during a campaign, the pledge entry should allow a planned gift option that does not require a payment schedule.1