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allow us to search for an amount in transaction search
It would be nice to be able to search for an amount in the transaction search.0 Reviewed: Voting Open
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Adding more than one relationship to a constituent for the same organisation
At present you can only add one relationship per organisation for a constituent, so if that person changes role within the organisation you have to edit the relationship rather than add an additional one. We would like the ability to be able to ad...0 Reviewed: Voting Open
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Need Tribute in Batch Design
We need the ablitity to set tributes as field options in batch design. We have many cases where we are setting up a batch and there may be many (in some cases over 200) of the gifts in the batch that need the same tribute. Currently you have to ...1 Reviewed: Voting Open
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allow users to globally update the gift fees when defaults change
Currently the only way to update a gift fee is on the individual record. If the default fee is changed there is no batch value or global change that can be leveraged to recalculate this field without changing the gift amount.0
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Search by Batch Number on Adjustments in Batch Entry
Would like the ability to search by batch number when searching for revenue through an adjustment batch. The search screen is revenue update batch and there is no option to search by batch number. When use constituent's name or lookup ID, you cann...0 Reviewed: Voting Open
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Remember Sponsor Preferences to use when performing a transfer
If a Sponsor has preferences for the types of opportunities they would like to sponsor eg From a particular country or particular gender or age, it would be good to record these preferences in order to market additional opportunities or select a r...0
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Add a link to the Sponsorship Record from the Opportunity Record Page
If an opportunity has been sponsored, it would be good to have a task on the left hand side with a link to the Sponsorship record. -
Unable to globally delete prospect ratings
In CRM you are unable to globally delete Modeling and Ratings scores. This would be helpful for past scores that are no longer valid.0 Reviewed: Voting Open
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Add as a planned gift status "Matured - No Gift" to the drop-down list of options.
At times, when a planned giving donor dies, the planned gift commitment doesn't actually result in a gift (either because the bequest was contingent, the estate is insolvent, or there wasn't really a gift there to begin with). It would be nice to ...0 Reviewed: Voting Open
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signify whether or not a Grantor is on rolling deadlines
We need to be able to capture whether or not a specific Grantor accepts applications on a rolling basis or if they review applications at specific deadlines. This information would need to be queriable. It would need to be on the Grantor level (an...0