It would be great to be able set a specific persona (eg "Grants Officer") as the Primary Persona during a Mass Update. This would be a big time-saver for accounts where additional personas have been merged in from another system in bulk, and much ...

When out & about visiting families, our Family Support Team take notes of their visits on a "Contact Record Sheet" during their visit. This sheet has a declaration giving us as an organisation the familys' permission to hold their personal dat...

When capcha becomes a deterent to making an online donation, it becomes a problem instead of a help. Please reverse your recent change or change it to a simple and easy to use matching only one picture one time.

If I notice a typo in the account name, I have to change it in 5-7 fields on 2 different tabs to actually have it all corrected. (Or am I doing it wrong?) It would be GREAT if correcting it under the account name would auto update it in all of the...

We need the ability to select "recurring gift" when entering someones gift at an event.

Notes that you put in a constituent's journal should not show up in the soft credit account's journal.

As I understand it now, any mass update for accounts' UDFs will not allow a mass update for only one specific checkbox without affecting other checkboxes with data. Example: We have a committee of volunteers that changes from year-to-year (like ma...

You can make mass changes/updates in a number of fields in the account but not "In Effect From". If data entry errors are made in a number of account it would be useful to allow mass changes to this field.

when we disable field in etap. if the field have data, they will still show up in the account. i would like to suggest that disable field won't be show up in the account even they have data in it Thanks

It would be very helpful to have the option to attach a scanned copy of a will/trust/planned giving document in the Planned Giving section. This functionality already exists in the journal but the planned giving section only has a text box where a...