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.

I'd like to send weekly recurring gift receipts via email to only one email address per account

This would save time and increase report consistency by removing the need to recreate reports when report owners leave the organization.

A query that could rank donors who have donated most consistently (each year for the longest time), would help with planned giving prospecting and other prospecting.

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 ...

Currently, if someone gives a pledge, and then later submits a gift towards that pledge online, there is not an easy way to change that gift into a pledge payment without deleting it out and adding it back in. Pledges are frequently used with non ...

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.

A query and letter format need to support this. eTap customers have to make one-off letters for the In Memory/Honor Of Tribute Family or Organization. Meaning, we send a letter to the family that all the donations were made in honor of, and in tha...

When you are running a report, there are fields like "received & soft credited amount" so it pulls the total of both added together for that donors record. But there is no such field for the largest gift received OR soft credited. A donor migh...

Auditing and access management