There is no current method to enter verbal commitments for gifts or pledges in FIMS.

Need to be able to add a link to a Pledge so the Fund, Profile and Pledge can be monitored/updated by the Contact record

You are not able to identify the gender field as being a required field. According to FIMS support this is because the gender is automatically populated based on the prefix. Since the gender doesn't auto update if there is a correction or change m...

The gender is only automatically updated when a profile is first created. If an error is made due to a unisex name (or any other reason) when the prefix is corrected the gender must be manually updated. Same thing with salutations. If it is going ...

Allow the default search selections to be based on the user's needs. For example User 1 predominantly searches based on phone numbers so instead of having the Report Name as the default could she change it so it would be Work Phone, Cell phone &am...

When we export the Gift detail from the Fund Summary page on Donor Central, the city/state/zip show up in Address 3, rather than the columns labeled city, state, and zip. We would like them to be separated into their appropriate columns. We use th...

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...