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Queries & Reports: summary of all queries & reports & their criteria
we have too many in miscellaneous folders that we don't use. but since they sit in a variety of folders, it's hard to compare & see what is unique about each, if anything. if we could look at them all in other formats- not in folders, or on pa...
Created 15 Feb 20:25 by Guest
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Ability to postcode search members in each UK country separately
It would be useful to be able to do a postcode search of members based in England, Scotland, Wales, NI, separately. Charities often need to include statistics for potential beneficiaries in funding applications which are based on geographical loca...
Created 03 Jun 13:16 by Guest
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Be able to recognize the first email only in an Account Persona when Managing Communications
I'd like to send weekly recurring gift receipts via email to only one email address per account
Created 12 Sep 14:34 by Guest
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Allow users to change owners of reports without remaking the report
This would save time and increase report consistency by removing the need to recreate reports when report owners leave the organization.
Created 06 Sep 15:06 by Guest
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Add DIY Form as Source on Journal Transactions
We would love to see a new field called "Form Source" in basic information that populates with the name of the DIY form that the transaction originated from and is query-able. Currently we have multiple forms feeding our Annual Fund, and since we ...
Created 01 Sep 15:47 by Betsy Rubenstein
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Include soft credits in "Last Received Date" and "Last Received Amount" fields (or create new report fields for soft credit journal entries at the ACCOUNT level)
We often pull mailing lists based in part on the last time a donor made a gift. Unfortunately, the "Last Received Date" and "Last Received Amount" fields do not currently include soft credit transactions. This means that we may inadvertently be m...
Created 01 Nov 15:20 by Guest
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Be able to pull the last three donations
It is useful when you are creating a custom mailer to have the last three donations of the constitutent pulled and be able to mail merge that data and customize what you are sending to the donor.
Created 18 Aug 17:52 by Guest
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Make a pledge simply the sum of donations for a period of time. NOT assigned to a campaign or approach
Constituents should be free to commit a total contribution amount for a flexible amount of time The individual donations being made at the various campaigns and approaches carried out by the organization during this period of time
Created 12 Mar 01:03 by Guest
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UDF's for Fund Names
Use as a way to sort gifts that are for a project country, region, identify responsible staff, restricted or unrestricted, project partner, primary staff person, etc.
Created 02 Mar 20:30 by S Schuenke
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we need a way to to export the user list with the permissions into csv file on routine basis
Auditing and access management
Created 03 Aug 22:11 by Guest
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