From the profile, It would be great to know which "similar profiles" you have already reviewed. Add an "ignore" button or gray out the profile once reviewed and accepted as a legitimate similar profile that does not need action.

For multi-year grants, it would be nice to have a way to be alert to grant payments that need to be initiated.

It would be nice if all reports with a date on them would be listed from most recent to oldest. I realize this isn't a "top priority" item, but it is just annoying to have to scroll through data (i.e. vouchers, donations, etc.) to get to the most recent transactions. Allowing a sort option in the headers would fix the issue. Thanks

It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

Please change the prompt from
"Do you want to add 3.0% to cover our processing fee?" to
"Do you want to add 3.0% to cover the credit card company's processing fee?"
Many donors have a negative reaction to the charity charging a fee. Using the word "our" sounds like we are charging the donor to make a gift. On the other hand, everyone knows that the credit card company (aka the bad guy ;) ) charges a fee.

We would like to see the corresponding check number be added on to the voucher statements as our auditors are now requesting we save them.

Currently there is another idea in here to make it optional for the donor to cover credit card fees. However, we would like a further option where we can choose to make it a requirement for every donor to cover them.

It would be helpful that when choosing a grant advisor when creating a grant, that you can only select the profiles of fund advisors that it is applicable to, instead of the entire database coming up to choose.

When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.

Would be great if the service area/county could automatically fill based on what has been entered in other profiles. So if you enter the zip code, the service area/county would automatically fill. Since service area is used in many different ways, I feel that county should be it's own field with the address. I have never worked with a database that didn't have the county field as it's own field. (And I have used a lot of different databases for a lot of years =)

It would be great if you could import a journal entry even if there were unposted entries waiting to be reviewed.

It would be great to have a "Help" tab or link that would bring up the guide on how to operate the donor portal. Currently we include an attachment or link to the guide when first having a fund holder set up their account, but it would be nice to have it available online for when they are actually in the portal. Thanks

When online donors indicate a tribute name and email address, the tribute recipient should receive the templated tribute letter automatically, just as the donor receives their donation acknowledgment automatically.

Give us the ability/option to choose when we want to send out distributions for beneficiaries. It would save a lot of staff time if we could program the date to release the distribution when we first set up the beneficiary. Currently we have to go to each fund and click on 'grant spendable' since we have so many beneficiary distributions.

As we are working through learning the balance swap process we thought it would be incredibly helpful if the totals were to appear at the bottom of the balance swap so that you could double check the amount to be transferred.

When running fund statements it would be beneficial to have all statement accounts visible. Currently, when the statement account is zero it will not show that line on the statement. It would be beneficial to be able to have the option to show zero balance lines for consistency from quarter to quarter.

Can a warning be added to the system when beneficiary percentages don't add up to zero? Currently the system just lets you save any percentages even if the total doesn't add up to 100%.

It would be great for year end if when entering a 12/31 journal entry there was an optional field to enter a reversing date and it would post both. That way if you unpost and void they would be in the same transaction too. Also to save and name recurring entries before posting.