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Allow emails generated outside of RE to easily be added to a constituent record.
When responding to an email received from a constituent, I have to copy and paste that email into an action. If I want my reply recorded in RE, I have to generate the message from RE. If I do that, it limits my ability to see any other data on the...2
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Create Summary for Events section in Query and Export
Suggested summaries include: Total events attended and total events invited.8
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Add support for Microsoft Office 2019
I am unable to export in .xlsx format and was told today (case number 017516781) that the reason is that RE7 doesn't support Microsoft Office 2019. I'd like to request that support for Office 2019 be implemented ASAP.2
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Ability to export specific proposals based on status, date asked, date funded, etc.
Ability to export specific proposals based on status, date asked, date funded, etc. Some constituents have multiple proposals for same campaign and I would like to be able to export specific proposals based on status.4
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Allow Consent to Merge
When merging duplicate records from the constituent merge the consent activity into the master record instead of just pulling over the solicit codes1
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Add red check marks to the new Telephone/Email/Link/Fax/Other to show when data is present.
The new 9.74 view on BIO 1 of the tabs for Telephone/Email/Link/Fax/Other requires us to click on each tab to see if there is data present. Before all contact options were viewable in a quick and easy snapshot. Now we have to click each tab to see...2
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When linking gifts or event registration in OLX only bring in Phone number if box is checked
When bringing a new gift or event registration OLX will automatically (Whether box is checked or not) brings in a phone number if a phone number of the same type does not exist. This causes a data nightmare when an existing phone number of a diffe...0
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Allow ability to input partial birthday information
It would be useful to be able to input partial birthday information in RE so that you can record data that may be incomplete. For example, it would be helpful to record the month and date of a birthday, even if you don't know the year. That way, y...1
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Sub-folders for Queries & Exports
It would be very helpful to be able to have a folder hierarchy/sub-folders in the Query and Export areas. This would make it much more organized and make queries/exports easily accessible.5
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Unlink gift to Recurring Gift
I have found many instances of gifts that were allocated to the wrong recurring gift on some constituents who have more than one recurring gift. Adjusting or even deleting and re-inputting the gift is more work than is needed if there was an un-li...2