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To see what has been modified by a user in the journal entry
If a user inadvertently changes a journal entry there is currently no way to see what was changed, you can only see that a change was made. This appears to be a flaw in the system, please could you develop a report field that enables the user to s...1
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Would like to see carts embeddable into Wordpress
No description provided0
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on DIY form clearly state that it is secur at the top of the form
This is noted at the bottom of the form, but would it be possible to state this somewhere in the template at the top of the form too. I don't want donors to feel unsure about entering gifts.0
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Allow users to globally delete information
For those of us that want to clean up our databases, it would be helpful to be able to globally delete the system generated notes on the journal entry screen of a constituent record. This causes queries and report to run slower and clutters the jo...0
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Mark transactions to get or not to get tax receipts
We have some organizations that donate to us other people's money that they collect and at times, they also make donations that are tax receipt eligible. It would be great to be able to mark which ones to include in a tax receipt letter at year end.2
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Ability to modify goal and campaign performance dashboards on the home page
Campaign dashboards do not reflect disbursements or write offs, resulting in the amount raised being overstated. We have multi-year pledges that are being fulfilled by gifts from third parties, including foundations and donor advised funds. eTapes...2
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Set Persona Type to Business when new account added with Business name format
Please make it so that the Persona Type is automatically changed to business when a new account is added with Business name format. More than half of our business accounts have a Home persona because our users haven't taken the time to look at tha...0
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Archival Process for Inactive/Closed Constituent Accounts
Could the developers please consider an easy-to-use Archival Process for Inactive/Closed Constituent Accounts? For example, if there were a tick box on the primary account page or the Main Persona Page that was marked "Inactive Account", when tick...0
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Change transaction from gift to gift schedule
When someone puts a gift in as just a gift but it should have gone towards the gift schedule you currently have to delete the wrongly entered gift then redo it. It would be great if you could just click a button to change it.0
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Permanent soft credit association between accounts
All gifts/pledges on one account automatically soft credit another. Example: A Trust that regularly gives money on account of a particular Trustee.1