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Donor constituency should consider pledges
We want to mark Constituents as members of the Donor constituency when they first make a pledge that is posted to GL, and not wait until they make their first payment. Please provide an option for the Donor constituency so we can choose to do this.0 Shipped
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Tracking Short and Long Term Pledges
Our colleges receive short and long term pledges. The pledges are split by a percentage with 25% going into once account and 75% going into another account. Currently, we can selected either short or long term pledges when entering them, but can o...0 Shipped
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add dates on committed batches screen
When viewing committed batches on the committed batches screen, it would be nice to see the date the batch was committed. We would also want to be able to sort by the date. (Mimic the uncommitted batches screen, where there is a date listed.)0 Shipped
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Have the ability to view the subtype on the list of planned gifts on the Prospect page
No description provided0 Shipped
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Auto-Populate the Owner Field when Adding/Editing a Step on a Plan
I would like to suggest that the design allows the ability to auto-populate the owner field when adding/editing a step on a plan.0 Shipped
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Being able to edit the actual data when editing steps of prospect plan
When you have a Major Giving Plan you are able to "edit all steps" but actual date is not one of the columns that you can edit. This causes a problem if you try to mark multiple steps complete and when you try to save you get a error message that ...0 Shipped
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Contact report grayed out unless contact type entered
On a pending prospect plan step, the contact report is greyed (unavailable) unless the contact type is entered on the step. Make contact type a required field, to prevent this issue from occurring.0 Shipped
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Allow us the ability to export a marketing & communication selection to view results
With regard to the export process in marketing and communication, we need to be able to export a m/c selection to view the results before we complete the process as a data check to our end users. -
BBDM - have a smart field for Largest Gift Amount Date
In Smart Fields you have the option for first gift date and last gift date, but no option for largest gift date. This is very useful data and would be extremely helpful.0 Shipped
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Query allow Sum/Count in Filter
We have many one-time queries that are used in BBDM for one-time mailings to donors with giving to a particular area. It isn't feasible to build smart fields for these one-time efforts. We would like to be able to specify SUM and COUNT in the filt...