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Improve refresh options on constituent record and reports
If receipts have been run since constituent record was opened I would like a 'refresh' record option to see receipt # (field is displayed on my gift tab) - saving record does not update it. Same issue when adding solicitor assignments. Assignment ...0
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Be able to run a custom crystal report from a constituent record.
We have custom crystal reports that are much better and more visually appealing than the profiles that are included with RE. It would be amazing if you could run the crystal report directly from the constituent record. The current options from a C...0
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Control Access to Media (via Security Options)
Be able to use security options to control access to media files0
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Add more optional columns to display in the main Batch area
It would be great if we could also see the Total Amount and Total Gift Count for each batch within the main Batch screen. We use the data on the main Batch screen for part of our reconciliation process with Finance, by exporting the Batch List Gri...1
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Event query not pulling Scheduled Class Date field correctly
running an Event query. Have set up events with a schedule of classes inputting specific date of class and start time and end time for each class that is part of event. In query, when I ask for Scheduled Class Start date, and scheduled Class start...0
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Allow further filtering by Relationship End Date when exporting relationship data
We regularly need to easily identify and pull out relationship data (name, ID, contact info, etc) of those individuals who have specific relationship types in RE. For example, we regularly want to get Clerks of various organizations pulled out of ... -
Have More Fields Populate the Split Gift Feature
RE could be improved by adding the option to add more fields to the Split Gift feature. If a pledge has a Gift Subtype, Reference, Solicitor, or other field that automatically populates when a gift is only applied to one pledge, then these items o...0
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Make OEX output codes in another format whereby allowing for the embedding of such codes thru our host sites & onto our websites feasible.
Make OEX output codes in another format whereby allowing for the embedding of such codes thru our host sites & onto our websites feasible.0
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Include in Query criteria and Export fields all basic info on the NetCommunity tab of Constituent Record
Information about NetCommunity emails/newsletters which is clearly displayed on the NC tab of the constituent record should be included in Query criteria and Export fields. Currently, only date of "last sent" email/newsletter and status of "last ...0
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Option to filter Action Tickler Report by a qroup of solicitors
Option to filter the Action Tickler Report by a QUERY of solicitors, rather than having to search for the names of just our 4 major gift officers.1