The Pending Suggestions section of DonorCentral is confusing for some users. We try to provide helpful text so donors know that after they fill out recommendation forms, they still need to go to Suggestions to submit them (through a shopping cart ...

We use non-gifts for pledge payments and some other gifts that we'd want to see in Gifts-at-a-Glance. The way that non-gifts appear (or don't appear) makes it very confusing for us. We'd like to see non-gifts added to Gifts-at-a-Glance.

Currently the option is only available on some reports; often I need to add an affiliation code to names listed in the report and need to pull the report just to see if that is an option, since it doesn't appear in the menu bar until after the rep...

When we update the name on Profile 1 we would like to see a pop-up box letting us know there is an outstanding pledge and do we want to update the name on the pledge acknowledgment.  In the cases where an organization changes directors we wan...

We have a number of Donor Relations managers in the field, it would be useful to be able to download those records - full profile & fund if they have it when meeting with the donors and prospects. I would also make it easier to update the info...

Create functionality for $0 in-kind gifts with value associated. Current functionality auto-populates value into gift amount, which screws up the GL. Idea submitted during Account Review by Sally Cross.

Create functionality to allow soft credits to be automatically applied to records on a per-record basis. i.e. Jim is with Law Firm. If Law Firm provides a gift, automatically soft credit Jim. Idea submitted during Account Review by Sally Cross.

Submitted by: Marci Hladik It would be great if the permissions we've set up for each Notepad would carry over to FIMS CRM. Now, all users can see the content of all of the Notepads in FIMS CRM even if they aren't permitted to see them in FIMS. Ho...