We received a pledge last year that was noted as a pledge in the User Defined Field. We didn't notice the asterisk when the thank you note was written, so we didn't even realize that she made a pledge. We discovered it by accident last week. Could...

We have a lot of familial relationships which impact on donations / relationships. We could see a family tree in several generations on a previous product. We regularly need to see three geenrations as a tree with siblings et al.

We have donors to our events who like to pay later via invoice or reminder and our event participants would like to be able to personally add that monetary value to their online total on their personal fundraising page as we have prizes awarded ba...

Currently the system mandates which key fields are used during a mass import of data. It would be helpful if the user could select the key field and/or have a sequential order that the system uses to check for duplicates (ie, first look at last na...

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...

You have security rights for people being able to enter transactions, but anyone is able to generate a receipt. From a risk management standpoint it is a possible issue for anyone to be able to generate a document used for tax purposes, as it coul...

I have found the Approach Analysis Report to be a very useful report; however, I have discovered two things: it is not possible to do the report monthly for a month like May if you are not doing the report on the very last day of the May. Sometime...

Would like more functionality with running numbers on soft queries. One that would be helpful would be "Last query amount."

We have an additional "Title" UDF field which must not have more than four characters by HMRC rules. It would be very useful to be able to specify a maximum number of characters in a field when creating a UDF.

When I log in and search for an account, it shows In Mem and User accounts as well as Constituents unless I untick the relevant boxes. It would be very useful to allow a user to permanently save the configuration where only the Constituent box is ...