Clients should have the option to change purchases to gifts so that they can see all the money appear on their dashboard.

Whenever possible, it would be beneficial to name and group the query and report fields consistently (e.g. UDF or User Defined Field, but not both). I would also like to suggest that fields don't appear in any more than one category unless it is t...

We would like to attach multiple approaches to a DIY form. We are very small and, unlike larger organizations, do not do fund accounting so we track revenue by Approaches rather than funds. We currently have to "fix" online gifts to reflect to cor...

Setting set up a module around third party campaigns would be helpful. Payment is through payroll deduction and frequency is not known to our agency. An example would be United Way. We receive quarterly checks but do not know the giving details ne...

Given the recent EDH integration process there is an issue with EDH donors that choose to opt out of future correspondence and emails (identified using a UDF - EDH Communication Preferences) but unfortunately the system defined field under Person ...

Adding documents to into Personas area will allow to attach information about board members (resumes, bios) accounts and help with paperless affords as well as keep all information in one place.

Any time someone has the ability to create a recurring gift, they need to have the ability to edit it or change it themselves. They should not have to give us their credit card info and have us edit their gift - it should be under their control. A...

It would be helpful if, when we use a search parameter that the search automatically put an asterisk behind the search.