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Biography Box
It would be nice to have a box that can include a short summary of that account i.e. Joe Bloggs is interested in golf and art, plays the oboe, has two children and likes to summer in France.
Created 10 Jun 10:35 by Guest
Data Entry
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Re-size the Note Entry Box
When using this box it is difficult to view as it doesn't expand so you have to scroll whilst you write
Created 10 Jun 10:34 by Guest
Data Entry
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Quick Search on Account Number
We would find it useful to be able to search on the account number in the search bar
Created 10 Jun 10:33 by Guest
Reports/Queries
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Pledge Completed or Written-Off Date column header on journal screen
Is it possible to add a Pledge Completed or Written-Off Date column header on journal screen? It would be great to look a donor's journal and see right away that certain pledges were completed or written off.
Created 09 Jun 00:12 by Guest
Data Entry
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When adding new journal entry, delete the additional step required before the fields appear.
In the absence of a choice about what kind of journal entry to add, that middle step should be eliminated.
Created 03 Jun 17:29 by Guest
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Include BST in published scheduled maintenance times
It will save us Brits having to work out when the system is going off line.
Created 03 Jun 09:21 by Guest
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Security Groups reports
I'd love to be able to report on security groups. I'd like a top level report on who's in what group. I'd especially like to be able to get a breakdown of what access is in each group. This would be really useful both in the short term - to ex...
Created 02 Jun 15:49 by Ian Howlett
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We would like a report of summary giving to a specific campaign for a specific set of constituents, whether or not they have given to a campaign
It will help run reports using UDF, and gifts for a specific campaign.
Created 02 Jun 02:36 by Guest
Reports/Queries
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Auto fill on donate form
I just received this response attached to a donation from a regular donor. "I should not have to retype all my identifier and address information each time I donate. I know systems exist that immediately pull all that up. For example, see the dona...
Created 01 Jun 14:27 by Ardis Acuff
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Add company line as UDF in e-commerce page
We set up a shopping cart to sell tickets to events. The form does not have Company line available. So if someone uses a company credit card to purchase tickets for their firm, the order comes through as an individual and creates a new record for ...
Created 26 May 21:10 by Guest
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