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I would like the Constituent Directory report be able to filter on the address state.
We often need a list on all constituents who have any one of their valid addresses in a particular state. While I can query to get the list of who, to produce the list of names with addresses in that state, it takes a lot of cleanup of an export.
Created 08 May 19:07 by Guest
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1
Vote
More information displayed on soft credit tab
We have a lot of generations in our database - Jr., Sr., III, etc. It would be wonderful if I could see the ID for the constituent that is soft-credited, as well as the suffix.
Created 08 May 22:44 by Guest
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1
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Add Filter for Groups in the Seating Window
When Seating participants, add filter options to the Group window to allow hide/show unseated participants.
Created 08 May 23:10 by Jennifer Wood
1
1
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restricted gift analysis
Financial report that breaks out restricted vs. unrestricted (applicable to Campaign, Fun and Appeal analysis)
Created 05 May 20:05 by Guest
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1
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Job Assignments
To be able to create a Constituent query for Job Assignments where you can select the Organisation Name and Constituent ID from the Job Record which it is linked to, likewise with a Constituent export.
Created 02 May 17:25 by Guest
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1
Vote
To be able to link the user security record to a constituent record without the need to flag constituent as a canvasser
We use constituent records to manage user RE training, communications etc. We currently have to flag each user constituent record as a canvasser and then make "Inactive"
Created 02 May 14:02 by Guest
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1
Vote
Allowing all relationships (or select relationship/reciprocals) to appear for users that are restricted by constituency code
We have recently given view only access to another department of our school so they can see a portion of our records. It would be helpful if once on a record they have access to they could see all the relationships to that record. I am not suggest...
Created 30 Apr 20:13 by Elizabeth Johnson
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1
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Link on the Bio/Address page in RE Donor record that would take us right to a MapPoint Page with the address of donor
Link from constituent record directly to MapPoint
Created 24 Apr 15:40 by Guest
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1
Vote
Make Raiser's Edge TAPI compliant so when a contact calls inbound that the donor record pops up based on the caller ID information.
Make Raiser's Edge TAPI compliant so when a contact calls inbound that the donor record pops up based on the caller ID information.
Created 22 Apr 16:47 by Guest
1
1
Vote
Ability to select different Merchant Svs Accts to the various funds added on the donation page
Would like functionality to link the funds listed on the donation form set up page, to the designated Merchant Service Account. As it is now, we have to set up separate donation forms because the Merchant Acct is different.
Created 18 Apr 18:19 by Guest
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