It would be useful to have a different default approval rule for submitting credit card charges versus check requests. Admins do approve check requests, but credit card charges don't require approval after purchased, they just need to be submitted...

We frequently send Luminate action alerts for constituents to send to their elected officials. "Title" is a required field, and the only available options are Mr/Mrs/Ms/Miss/Dr. Given the nature of our organization and the population we serve, it ...

This will generate a report about all solicitors/PM efforts, gifts received within certain period, Renewed Donors This FY, Lifetime Upgraded Donors, Prior Year Upgraded Donors, gifts to certain schools and colleges, number of prospects assigned to...

For our development officers, it would be nice if you could copy a note to another record by their relationship type. For instance a note for one spouse could be share on the other spouses record instead of the same note being copy and pasted the ...

While chatting with a representative, I was told that the payroll tax patch should be installed by 1/12/2020. I would like to ask if this can be done as soon as possible. I have to run a 2020 payroll on 12/30/2019. We started 2019 with state wages...

There has to be more granularity when it comes to security rights for Core Roles. For example, the Attendance Manager Role includes the ability to view, edit, and delete a student's test scores. When I clone the role to try and 'water' it down, I ...

When recording unrealized planned gifts, the gift amount is $0.00. The "value" of the planned gift is stored only in Remainder Value and Net Present Value until the gift is realized. Leadership at our organization would like to see these intended ...

Rather than creating a different category for a UDF and then adding in separate options for each item with a text box user fill in, it would be much more useful to allow creation of subcategories for UDFs. For example, If i wanted to capture "So...

When creating letters out of Communications, I would like the letters to be generated with smartquotes and apostrophes instead of the straight up and down versions.

Recently I ran People Finder and now I have to manually update every account that is no longer associated to the Primary. I had hoped that I would be able to "Mass Update" by using the Update Accounts tab but the option to change status under rela...