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Envelope in mail
In Mail, include more of the common envelope size offerings (ex A2, A7) that are used for notecards, invitations, etc. to allow printing of envelopes directly from RE without creating an export.8
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First Name field should search the Nickname field as it does in RE
When processing Event Registrations Transactions, the Find Constituent should work the same as the search window in RE Records. If I check first name for searching, it should automatically search the Nickname field as well as the First Name field.1
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The system should auto-notify the donor of their declined recurring gift.
Previous systems that I have used have sent an email to the donor who's card or EFT was declined. This applies to recurring gifts as one-time gifts through a website simply will not process as the donor enters them. Right now, I have to go find th...0
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Ability to copy canned report to custom reports to make slight adjustments in them - like headings
I have changed the display as field in configuration for the amount ask, date ask, amount expected and date expected on a proposal. I want those to be the column headings in the outstanding proposal report.1
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package
Auto-populate packages on batch When entering gifts on batch it is extremely cumbersome to have to choose the package each and everytime. I suggest that if someone has received a specific package (so is in a specific segment) that in batch this f...4
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Duplicate Constituent Management Tool - Ability to alter the algorithm to improve functionality
The Duplicate Constituent Management Tool (DCMT) returns far too many records that are clearly not duplicates - we have a database of just over 110,000 constituents and are running RE 7.93 - the DCMT will produce over 4,000 potential duplicates (e...4
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Add field 'Class of' to Gift query
Running a gift report on Alumni. Would like to know the "class of" year for each constituent to compare giving for each class.1 Already exists
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Inactive Email check removes Primary designation flag
When an email is marked as Inactive, the Primary Email designation flag should be toggled off / removed as well as the date of inactivity should automatically be recorded.0
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How to identify errors in a batch
If a batch is giving me errors, there should be a different color in the batch indicating what has to be changed. For instance, if I get the error "Gift ID must be unique" there should be another color highlighting the gift that is already on the ...0
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Introduce dynamic update to an organisation's industry field when altered
In the context of auto populating fields from connected tables.... When redefining an organisation's industry sector (via Bio 2 tab) from what it was at point of creating the organisation's record, the new value does not dynamically update across ...0