I think it would be helpful to have custom date ability within fields like Giving Review, Giving Analysis, as well as a custom filter selection for giving, etc (as opposed to "last 90" days, "last 365 days", etc). Often I find myself looking for information from 2012, 2013, etc but not the last X amount of time.
Also, it would be nice to have an unthanked gifts filter (probably custom would be best) so I could select "unthanked gifts" and deselect "send newsletter" and then vice-versa. That way I could easily sort partners who get a thank-you along with a newsletter without having to do have another list of donors and newsletter list!
Thanks again for a great program!
Custom dates and unthanked gifts filter
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Re: Custom dates and unthanked gifts filter
Good suggestion.
I often think that way, too.
I often think that way, too.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation