Donor Management & CRM

Allow for setting, updating, or deleting contact custom field values from the Actions dropdown on the Contacts table.

The ability to choose several contacts at once and have a "merge all" option. Functionality similar to Apsona Dedupe & Match in Salesforce.

Via Tags, or other parameters.

The ability to sort companies alphabetically

When merging duplicate contacts, currently the "contact since" date is adopted from whichever contact is selected. The date kept should be the oldest date, regardless of user selection. Instead of a radio button selection that only decides which person to keep, it'd be great if a radio button could be added to select each field/information to keep.

Emails and phone numbers are generally stored on contact records, not company records, so most companies don't have phone/email.

Add the ability to filter contacts by either first or last name

Add the ability to manage grants and apply, solicit, and report on your organization’s funding opportunities.

1) When editing or adding a new contact, having the zip code entered automatically fill in the City and State fields. (like donorsnap) 2) When creating a new contact and an address is similar to one already in the database a pop-up window appears with that address. If selected however, the system does not fill in all of the fields. It will fill in the street address, the apartment or suite number, and the city. But, it does not fill in the state or the zip code.

When entering Contacts, it would be great to set a default state (and have the ability to override) and/or have the ability to press a letter for the state to appear (eg press "T" two times for "Texas" to appear.