In split transactions add a deductible field instead of non deductible. then that information can be used for their tax records.

Our Annual Giving campaign has grown to the point where we have multiple events or sources that feed that campaign. Having sub-campaigns would make reporting and goal setting that much easier.

We have certain forms that would be helpful to add a particular text to the note field on the gift transaction. This would be considered a hidden field and could be placed on the hidden fields tab in settings on the DIY form setup. I understand th...

If a gift was received via CC, but that account also have pledges (plural), we want to convert the gift to pledge payment. But if a mistake as done in the process, and we want to start over, today this action is not doable.

It should be possible to manually change journal entry types without refunding payments and then re-entering the payment. That way, if a donor/payer makes a mistake, it can easily be corrected.

If there could be an automatic save or a save error/ notification that would be great! New users often forget to "save and..." and then their data is gone. Boo! Either a reminder to save and/or an automatic save feature would be lovely. Thanks!

We often meet with more than 1 constituent at a time and like to add a Contact journal entry every time this happens. Currently we have to create the same journal entry in each constituent journal (Sometimes up to 10 entries that are exactly the s...

When manually entering monthly recurring gifts as per the recurring gift schedule, the original start date populates everytime which needs to be changed. It would be a lot time saving if the date is auto updated for the next schedule date.

Help us maintain date more accurately by integrating with iSAMS

Currently you need to use advanced find for phone number you need to use format (xxx)xxx-xxxx. Would be very helpful to just put in numerical value to search. OR can you change the format for the phone field to just be numbers? This would be work ...