Our contractors work part time and don't need emails every time a DIY form is completed. Ideally those could be batched and sent weekly, say every Friday.

I like that the Mass Interaction has cleaned up our Journal page. Ideally, I would love to get some of the old contacts off of the journal and into Mass Interactions. This would then have only donations on the Journal Page.I am able to run a query...

many of our recipients use software to read their emails for them. I cannot use drag and drop for our emails if there is no text version, but the classic versions look terrible. I am having to use mailchimp instead for the time being.

It would be great for portfolio managers to have a dashboard on their home page tracking progress against their personal goal based on a user defined field (in our case, account solicitor: xyz) instead of revenue for the whole org/ from all outreach.

Adding an option to select more than one item from a User defined field for Drop Down menu. User can use"Ctrl" button to have more than one option selected.

We need a way to view e-receipts created via Communications prior to the email being sent to confirm the correct data appears in the receipt. We also need a way to obtain a copy of the email after it is sent for documentation purposes. This could ...

This is a sophisticated new font that looks good and is easy to read by all. Our organization uses this in all of our other branding so it would be nice to have across the board consistency.

This would allow someone to just change the format of the of the data rather than creating a whole new user defined field. We have set ours up in the mm/dd format but would now like it to be in the mm/dd/yyyy format but can't do this.

Supposedly fixed in September 2017. I've spent too much time on chat only to find out no one at support seems to think it's possible in OCTOBER 2019. In fact, I was encouraged by Luis Perez to come to the idea bank to post this idea?? We have many...

Please allow more customization of the Family data entry rules. It would make adding accounts much quicker and less susceptible to human error.