When someone puts a gift in as just a gift but it should have gone towards the gift schedule you currently have to delete the wrongly entered gift then redo it. It would be great if you could just click a button to change it.

All gifts/pledges on one account automatically soft credit another. Example: A Trust that regularly gives money on account of a particular Trustee.

Button to Duplicate Journal Entry would be useful to copy the last Journal Entry. Usually there are several donation custom fields that have to be copied over from the last donation. Everyone has to enter hundreds of journal entries and waste all ...

Let Admin have option to remove payment information section from DIY form so donor info can be gathered for those that want to pay by cash or cheque allowing Admin to still keep Fund, Campaign and Approach fields.

would like the Historical Giving Totals graphic to Zero at the end of each financial year. At the moment it just goes up and this doesn't help as a quick read tool. Graphs should go up as well as down and you would be able to see quickly what a co...

It would be nice if we could have some fields on DIY forms auto-fill based on info supplied on other fields. Specifically, if the "name" field is filled out on an online donation form, the "name on credit card" field should auto-fill with the info...

If a donor has an apostrophe in the name, for example Mark's Moving and you type "marks", the search does not find the account. The search will find the account if the beginning is typed, "mark" but not with the "S" without the apostrophe. We have...

If a user inadvertently changes a journal entry there is currently no way to see what was changed, you can only see that a change was made. This appears to be a flaw in the system, please could you develop a report field that enables the user to s...