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Add a filter on the RE NetCommunity Plug-In for Event Registrations
Please add a filter to use when processing event registrations transactions in the RE NetCommunity plug-in. Filter by event name, fund, anything that would allow a user to filter out the transactions they are not responsible for. This would elimin...0
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Allow adding spouse before requiring saving the constituent record
When entering a new constituent, it is wasteful to have to save the constituent record - and therefore, the salutation options - before adding the spouse. Forces us to reopen salutations after adding the spouse, to be sure the correct addressee/ s...1
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Expand Security Options in Gift Permissions for Attachments
It is great that we can now attach a thank you letter directly to a gift. However, in order for our administrative assistant to attach a thank you letter I must give her a security level to be able to edit gifts which gives her the power to also c...0
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Change "amount" field to "value" when entering gifts in-kind to a batch entry.
Just as the "amount" field changes to "value" when you select gifts in-kind on a gift record, you should be able to do the same when entering in batch.0
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Add spousal addressee fields to constituent batch template
In entering new constituents, it is convenient to enter the data via batch mode. At present, however, the template does not allow for the inclusion of the three spousal addressee fields. For us this data is required. Without being able to key it i...0
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Adding a higher count into the comments field
In the volunteers tab --> Medical/special needs, there is a comment area, currently there is a limit of 50 characters, however this field should have a higher count of characters as in some instances you may need to have more.0
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in dashboard, ability to see ids instead of description for campaign, fund and appeal
Our descriptions are very wordy and the dashboard would be cleaner and easier to read if we could choose to display Campaign, Fund and Appeal ID instead of description.0
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Visible sublist of Individual relationships (of subsidiaries) when looking at parent organizations record
It would be helpful if there was an easier way to see individual relationships of subsidiary organizations when you are looking at the parent organization's record (especially in regards to corporations). It would also be helpful to have examples ...1
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Add a tool for "Phone Sharing Options..." just like "Address Sharing Options...".
Most spouse Home landline numbers are shared. When the preferred address is a business from the Business Tab those phone/email numbers should show on Bio1.0
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Add phoneimpid to the query options
Add phoneimpid to the query options. It is a lot of work just to update a lot of email addresses because we have to perform multiple steps because phoneimpid is only available in export. If I have a list of email addresses, I want to be able to qu...0