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Allow filtering by contact type
I would like to be able to filter my journal entries by contact type, ie, mail, in person, phone, could this be added to the filter options?1
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Be able to have non-tax receipt numbers that are numbered differently from tax receipt numbers
Have non-tax receipt numbers so we can do a query and find these type of journal entries.0
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Change Funds on a Pledge Payment
Our organization would like to be able to apply a gift toward a pledge but change the fund for a one time payment. ie - if we have a campaign for a different fund, we would like to be able to apply it to their pledge.1
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Please add separate Fields for different spouses to contact
Our organization currently have a couple created as an individual account and would like to be able to distinguish between the male and females for certain events, etc. Can there be a field for spouse #1 and #2, for phone numbers, first names, etc... -
Add Sub-groupings in custom reports
I am looking for an additional sub-grouping in custom reports within groups. For example, in the "Donor Gifts" report, I'd like to group by a user defined field (historic batch) then a subtotal within that grouping to show a total by fund so I don...0
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Allow users to add a new defined field under the "System Defined Fields" section so that the fields can be more organized for data entry.
We would like to add a second email address field, rather than fill in multiple email addresses in the provided email field. I was told there was no way to do this unless I create a new user defined field. We can add new phone fields in the "Phone...1
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DIY forms with CAPTCHA activated or deactivated per form
We plant to use some DIY forms internally to capture contact information by adding a link to the DIY form on our intranet. We do not want CAPTCHA enabled on this form. We would like to have another form for dontations on our external website,but t...0
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Ability to assign a solitor to a record
Having each consituent assigned to a development staff member (or any staff) would allow us to track data, run reports, or send information, only to those assigned to that solicitor. It also makes re-assignement possible when there is staff turnov...1
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Allow multiple tribute accounts for one gift transaction
It would be helpful to be able to select multiple tribute accounts when entering a single gift. For example, Mary gives $200 dollars in honor of Bob, Jim, Sue, and Jane. I'd like to be able to select each of those four tribute accounts when enteri...0
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Existence or not of a valid Gift aid declaration is indicated clearly on Home page of donor
We waste a lot of time looking through journal entries trying to make sure that the donor has a valid gift aid declaration form. Sometimes the donor has filled the declaration in 2003 or 2001 and they have been giving a monthly recurring gift ever...0