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  1. Campaigns and Opportunities Flag When Entering Donation

    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.

    40 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  2. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Tracking Old Donors!

    I need to know the last 3 Donations of a Donor when creating the weekly report. This will allow us to modify our salutations to them.

    0 votes

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  4. Back Dating Checks

    When printing checks we should not be able to backdate checks, especially crossing over fiscal years. Normally, we can enter the checks with a date 6/30 date, but print the check current date or future date. I would really like to see some type of lockdown related to backdating checks.

    Auditors are looking for gaps in check numbers when reviewing the yearly audit, so this would help in reducing the risk of printing checks when the checks should be shown as payable.

    0 votes

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