We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
It would be helpful to be able to see Lifetime Giving (that includes soft credits) and Wealth/Rating at a glance when one opens a constituent record.
| Customer references | fundraising team |