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Add the ability to use the fiscal year for batch numbers
When setting options to generate batch numbers in config, there is no option to Prefix numbers with fiscal year. It would be helpful to have these numbers cycle based on fiscal year vs calendar year.1
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Voice record Action Notes into Raiser's Edge
It would be very helpful to use the mobile app after meeting with a constituent to verbaly record notes from the meeting. this hand's free typing would allow safer vehicles on the road.0
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There should be an option to edit letter templates
There should be a way to edit letter templates without having to run a mailmerge. To run a mailmerge, you need to have a record that both fits the query criteria attached to the mailing and one that has not yet been acknowledged. There are cases w...0
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When exporting a list from a query option to export HoH regardless if both constituents are in query.
Currently when using the export flag "Export only constituents marked 'Head of Household'" both members of the household have to be in the query being exported. There should be an option to export only the Head of Household as long as one of the m...0
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Find all who were Active members at a specific date in the past. It is not possible to do it with expiration date or gift date.
Find all who were Active members at a specific date in the past (the Standing of Active does not appear in History). It is not possible to do it with expiration date or gift date through queries. Hard to figure out what most Membership canned repo...0
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allow me to adjust the timeout number of minutes for a user.
Allow me to adjust a user's settigns so their timeout happens after the number of minutes I enter into their settings.2
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Recurring donation auto-generated thank you letters
I can't believe this isn't a basic part of the platform, but can you add a feature that automatically generates thank you letters for recurring gifts? It's available in many other databases and I can't believe eTapestry doesn't provide such a feat...2
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Microsoft Access Database version update needed
We need to export data in a relation database format (RE -- MS Access 2007 does not do this). The other available versions are not compatible with MS Access 2013, so we cannot open the database. We need to open the DB's to troubleshoot data proble...2
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Add merge fields to eReceipts email
We generate eReceipts to donors when we process installments of their recurring gifts. Currently, the attached PDF is their acknowledgement letter for their tax receipts. The email itself is just a general message that says an installment was proc...1
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Export the duplicate report in NXT
would be nice to have the ability to export the duplicate management report in NXT. You can merge the data using tools like merge O matic without doing manual merges1