It would be nice to have the ability to mark a note "private" so that it is visible only to the user who entered it. This would be helpful if someone wants to remember something that should not necessarily be visible to all staff.

It would be great if we could mark a tribute as inactive so that it does not get used going forward; but that it's searchable in history and can live on the donation.

Have the option to enter a profile id number to add them to the invitee list.

Be able to move a donation(s) to a different profile. For example, a donation gets posted to a person's "business" profile in error and should have been posted on their "personal" profile.

Right now, you have to create a new profile then reconnect all of the funds and then disconnect the funds from the old profile.

Donation reports be able to pull Roles/ Relationships associated with each donation. This would be helpful to show who each donors board contact is for thank you calls/ notes/ development.

Please make pledge data available when building custom donation and donor reports. I need the ability to include all people who are considered supporters in one report as well as get a total of dollars raised and committed to a fund. I currently have to run separate reports and merge them in Excel, which is unwelcome extra work to get a standard set of information.

Can there be a way to add a Sponsored Organization on a vendor's voucher the same way you do on a grant. We have a lot of expenses paid via credit card and it would be helpful to be able to create a voucher with the vendor's name (ex. Dominion Energy) but make the check payable to our credit card since that is how the bill is paid. This way we can easily search/review expenses instead of having to dig through our credit card transactions.

If you are updating or entering an Address Type on a record, the popup to apply the update to other addresses appears. You check the other addresses, select "Update Checked Items" and the page refreshes. But the other profile Address Types are NOT updated.

Include Address Type for updating or have a response from the system that it isn't included in the update other profiles batch.

Being able to search a profile by address or phone number.

Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.

Please create a way to link payments to opportunities. Currently, you can only link donations.
Problem: we invoiced a county for their grant commitment per their request and to show on our books when the grant contract was signed. Unfortunately, I cannot (yet) link the payment to the opportunity so that tracking works (committed amount/balance remaining).

Once a Fund Advisor submits a grant request, the information submitted in the Notes area is no longer visible to them. This prevents the Fund Advisor from having any visibility later on to ensure they provided correct instructions or wishes for their grant. Please make this a viewable field in the portal.

Budget import template: does not match how we format our budget excels which we then convert to csv sheet (months in template are in rows instead of columns); could there be options for more flexible csv files to accommodate different formatting with the csv file?

Currently, profiles can be invited to a campaign in mass but RSVP and attendance must be set profile-by-profile which is a significant time commitment.

It would be helpful if custom text fields would word wrap similar to the way the Notes area does. We would like to use a custom text field on funds but don't like how it stretches the fund information table out to the width of the screen. When that happens it then pushes down the Fund Advisors, Grant Approval, and Fund Profiles information below the Fund information instead of on the right side.

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.

We need to be able to pull a trial balance on a specific date by pool asset account and have the long and short name for the fund export to excel.

It would be great if we could edit our invoice templates, so that they include or charity number as per CRA guidelines.