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Be able to copy, then customise Standard Reports
I would like to be able to include/exclude fields from Standard Reports. At the moment, I have to run the report, then heavily edit the resulting spreadsheet. This is very time consuming and prone to error due to having to manually input a lot of ...2
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Donor Complete Feature: set default to not covering fees
Donors should intentionally elect to cover fees, rather that having a checked box as the default. We've had donor complaints on this.0
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Please go back to the old version
1) Please have less info at the top of the page so we can see more than one or two Journal entries at a time. In my view "Actual Size" the top part of the Journal page covers about 1/2 of the page and in the Gift/Pledge page the top portion covers...1
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Ability to display linked soft credit account name on journal page.
Until your latest update, we could hover over a transaction in the journal screen that had a linked soft credit associated with it, and the linked soft credit account name would display. We used this feature frequently, since we use the soft credi...0
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Bring back the "Go to Last", option on the Journal Entries page.
Loading more journal entries takes too long and the filter only works if you know how something was entered or the date.3
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The order of the fields on the Advanced Find make no sense.
Why would you put the City field after Postal Code and Phone Number? Why not Address, City, State, Postal? That, I think, makes more sense when searching on an address.0
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JustGiving Integration issues
After the integration with eTap and JustGiving, which on the surface seems really good. I have found that when the overnight import occurs the JustGiving regular donors we have are not imported into their existing eTap record (with their recurring...0
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In a query on a date range, have the end date be capable of being "Today"
I am sending out a list of expired memberships automatically each month and I would like it to be current with the end date being the current date. That would save me having to edit it every month to make it current.1
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Import - Mark Journal Entry Final
Hello, I import journal entries and it would be helpful to be able to mark specified ones as final. This currently isn't an option for imports.0
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Number of DIY donation levels
Right now, users can only add up to five donation levels on a DIY form. Why the limit? The suggested "work around" is a linked/second DIY form (YUCK!) or tickets through user defined fields (cumbersome!). Would love to give up to 10 giving/sponsor...1