We'd like the ability to control whether individual GL drilldown sections of the Fund Summary (e.g. Earnings on Investments, Fund Expense Detail, etc.) display summary information or full details when clicking the "Detail" button to get to the Tra...

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...

As we add new staff to our organization, and the number of our funds grow, it would be helpful to have a way of flagging particularly important Profiles and Funds quickly and easily.  I imagine a very apparent flag on the Profile 1 and Fund 1...

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...

  It would be nice to create a data grid of open scholarship applications and then have the ability to mass delete them based on the data grid. At this point, the only option is to deny them one by one or use quick approval and denial which d...

Please add first name and salutation fields for grantee and donor advisor to the grant edit report. I would also really like to see fund subtype on this report. Impact: Right now I have to pull out the first names with an Excel formula t...

Please add the option to schedule interfund distributions as part of the percentage split on the fund distributions tab. Impact: Right now we have several donors who have said they want to make annual distributions from their fund to a variet...

Impact: Can the "Middle Name" field be extended to put in a whole middle name instead of an abbreviation?

You can copy and then paste into the note area of a profile. It would be nice to be able to do the same with the Funds module. It would be useful to copy board minutes into the fund module note area when a fund is establish or the minutes when a f...

the strategy codes only have room for  15 character description. I would be great if we could add more information to the description. Impact: It will make it easier for a general user to understand what the codes stand for without a separate...