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it would be good if you can show the name of proposal next each actions status. When Creating a new action in the proposal function
In the proposal tab- when you create a new actions to a proposal –multiple actions from multiple proposal will appear – it would be good if you can show the name of proposal next each actions status. If you wanted to truly to link the new proposal...0
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Total options in Gift Detail & Summary Report --- show hard total even if soft credit present
When a donor makes a gift and you want to show soft credit recipients on the report but not double the Grand Total listed at the bottom of the report.0
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Set default gift criteria for exports
When pulling a gift or gift summery field into an export, RE allows you to set the criteria of the gift types to export or summarize. By default it excludes Write Off gifts. User or Supervisor should be able to set a default for the types of gifts...2
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to easily read all Action Notes w/o having to open each one separately. i.e. like using arrow keys to read Notepad Notes
I'd like to easily read all Action Notes w/o having to open each one separately. Currently, I have to open an action, then click again to open each entry in order to fully read the entry. The column preview for Notes only displays a partial line a...0
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Color Code Individual Relationships
Currently, all Individual Relationships on the Relationships Tab show up in red. If there are multiple Main Contacts with different positions such as President, VP, Mission Executive, Grants Supervisor, etc., there is no quick way to see the name ...2
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Give ability to execute an Export via the API
Please refer to Case 12597769 for more details. We are reluctant to give Query/Export to our users because we worry that they'll THINK they know what they're doing, but they'll make mistakes that yield incorrect results. Instead, we'd like to wri...0
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To set up what the last user did
No description provided0
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Alumni Class List Canned Report.
Alumni Class List Report - a vertical space needs to be added in this canned report after each constituent. This report is hard to read especially if you really use it for a directory.0
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bas report needs to include gst free and transactions
The BAS report only includes transactions with GST in the price, gst free purchases and input taxed purchases need to be included on this report so total purchases can be reconciled back to expenses and they can be included in the BAS0
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Allow countries to be added manually on donation forms if they don't exist.
If a country does not exist in the drop down list for available countries, there is no option to add it manually.1