It would be great to have a way to view the architecture of a campaign after it's been created. For example, to be able to view the filters and steps taken to add profiles to a campaign in the system would negate a shadow system and allow ease of removing profiles as well.

PLEASE make the distribution calculation page (Before and after clicking review) exportable to cvs! It takes quite a work around and a lot of time to copy/paste into excel due to the formatting issues.

Please format the "amount" in ANY report function or editable content such as the templates as currency - and AT LEAST include commas. No punctuation in currency amounts makes notifications, etc very difficult to read once you get over 999.99

Our Fund Advisors are asking for a quick way to view YTD totals for grants they've requested and contributions that have been made to their fund. It would be wonderful if there was a way for the YTD to appear at the top of each respective tab.

Currently, when you mark an opportunity as closed, and select successful or unsuccessful, the system automatically stamps the opportunity with the current date and time. There is no option right now to select a prior date. Because we are linking funds to opportunities, I don't want to close it until that is complete. It would be helpful to select the closed date so that I can more accurately use this data in custom reports to view what closed in each month.

Notes - many of our profiles have pages and pages of notes because currently each note is shown in it's entirety. I was wondering if we could only show the first 5 (?) lines of a note on the profile. Then have the option to click on a "show more" button or click on the note itself to get the full note to appear. This would allow for an 'at a glance' option to find the note we need to view.

Please add the tribute name and donation ID fields to the {{for each item}} area of donation templates. Currently, donors can give multiple donations and multiple tributes during one online checkout. Only one tribute name and donation ID appears in their tax receipt. Please add the tribute name and donation ID fields to the {{for each item}} area of donation templates so any and all tribute names and donation IDs will appear in their tax receipt. Thanks.

On Fund Statement tab change option from "Print" fund statement to "View/Print". Oddly enough I've had several donors say they don't want to click option because they don't want to print it, only view it.

I recently discovered that marking a profile deceased did not prevent donation notification emails from being sent to this fund advisor. Knowing this now, I will always delete a deceased profile's fund advisor access as well as marking their profile deceased. However, it would be very helpful if after a profile is marked deceased, the system would refer to that and not send any automated emails to that profile. Thanks for considering!

PLEASE - build in the ability to build a task. We have recently had several deceased individuals with tasks and opportunities assigned. We need to be able to delete them, rather than marking them as done. This is so important due to the fact that we are tracking our tasks completed for board reporting and so simply cannot mark something as done that was not, and no longer needs to be done.

It would be nice to have an option when a fund is being closed to set the last fund statement run date. Currently if you close a fund even after the quarter end (ex. 10.01.20 and quarter ends 09.30.20) it will still not run a fund statement for the 3rd quarter if you are running a batch because the fund closed status takes precedence. It requires you to manually run those.

On the Public Security Sale screen, please allow sorting by name or symbol, or list alphabetically by one or the other.

It would be very helpful for advisors to easily see pledge activity via a pledge tab in the advisor portal.

Bulk fund edit is great but it would be nice to be able to hide columns like Excel can so the fund name (or short name) is visible along with columns to the far right of it.

Under the recurring vouchers and grants there needs to be a "recurring notify" selection just like there is for donations.

Currently, the functionality for reporting information on SubFunds is limited (SubFunds combine into the Master Fund for reporting). It would be nice to have a report that can display all Master Funds and indicate all of the SubFunds listed under it (rather than have to search each Master Fund one by one).

Wish we could customize the default text of the subject line sent to fund advisors when inviting them to the portal. We've customized the body of the email, and want to do the same for the subject line.

I would like to use the Fund Fee Types in custom reports, similar to other fund groups.

Please enable the alert feature on individual donations.