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Display "Created By" & "Created On" for dashboard and let Supervisor have rights to delete shared dashboard
Dashboard should display "Created by" and "Created On" information. And Supervisor should have rights to delete dashboards that are not needed. This is part of database maintenance which falls under DBA's responsibility. For DBA to not have rights...1
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Create - Linked Proposal Actions in Query.
I want to be able to pull an Action "report" on my team of solicitors based on actions related to their proposals only. Currently, RE cannot do this in Query, but it exists in Export? I want to use LINKED PROPOSAL ACTIONS in my criteria to help fi...0
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Ability to select Anonymous gift name display options on report format tab
I would love to be able to select the Anonymous gift name display options on the report format tab instead of under Tools where it applies to all reports. There are a number of reports that I want the Anonymous designation to show up and a number ...0
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allow choice of which newsletters unsubscribed
We send two different monthly newsletters. Currently, through using a combination of IContact and RE solicit codes, I can record which of several newsletters a constituent wishes to unsubscribe. After checking with Support, I understand that if a ...0
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Link Package on the Appeal Tab as a default on the Gift Record
It would be handy to be able to pull packages that are linked to the appeals entered on a constituent record when entering a gift. It seems that the Appeals tab is populated by what's entered on the gift record, but it would be helpful to have thi...0
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Update record in ON when Connect RE update is incorrect
When reviewing all the updates that are to be processed in Connect RE you will come across updates that are misspelled or incorrect. Allow the processor to click on the constituents name and be taken to that constituents ON product contact card fo...0
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Limit a user's access to a query of records
Limit a user's access to a query of records. For instance, I would like certain users to only access constituents to which they are assigned as a solicitor.1
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Send email notifications on pledge payments
It would be helpful if we could make it possible for upcoming pledge payments to be emailed to administrators/certain Raiser's Edge users to ensure that reminders are sent in a timely fashion.1
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Display PROFILE PICTUREs (thumbnail photos) in search results, just as they do in constituent lists, etc.
Saves time in identifying the individual one is searching for. (In ResearchPoint, constituent photos appear in search results, and it does make it easier to distinguish between people with similar names without clicking in and out of the full reco...0
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Recognition Module
Create a module where you could track donor recognition. For example what was named and how it was recognized. Currently everyone has multiple workarounds putting together attributes and addressee/salutations. If you could attach a photo of plaque...0