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Copy / Share ACTION from Constituent
Just like the feature "copy/share an address from a constituent" found in the address tab, it would be great to be able to copy/share an action from a constituent. OR there was another idea posted about being able to add a soft credit to an action...1
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Add "Immediately" to the "End the Current Parent Code" option list in Connect RE
Right now, the choices for "End the Current Parent Code" are "End of academic year" or "End of fiscal year." Since we run our EMS enrollment changes just after the academic/fiscal year rolls over (July 1), parents constituency codes for people who...0
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Address sharing.
Address sharing needs work! Please make it possible to (1) query on address sharing and (2) update address-sharing via import. Currently, finding what constituent or relationship records an address is shared with can only be manually looked up rec...1
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Add text message option to actions
When recording actions, there are categories such as phone call, email, and mail, but there is not a text message options. As we send more text messages, we want to keep an accurate record of these actions. Having a text message category is needed...0
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Allow separate gift records for the main constituent and spouse
It would be great if on the same constituent record you could have a way of separating gifts for the main constituent and their spouse. We have many cases where the gifts need to be separately identified (for the supporters tax records for instanc...0
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Have a unique identifying number to sync from ON to RE
I learnt the hard way that the ON records do not share a unique identifying number with their fellow records in RE. I pulled a list from ON of some details I know do not sync to RE, I was going to simply do a global add to the records in RE. It is...2
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Make "Source" on Consent Record mandatory
This will always allow us to know what we obtained the consent/0
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Preferred Name should default to first name if not filled in
For mail merges and OLX emails, if Preferred name is NOT populated, it should default to First Name. Currently, you can't merge with Preferred name unless everyone has a Preferred name. But, that is not practical as most people go by their first n...1
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Media Tab - global change
We have the option to globally change many things on RE, today I found out that we cannot make global changes to any fields in Media nor make the changes via the import and update. Recently my colleagues have added thousands of media files (manual...0
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When you change the preferred address for a constituent, have the relationship record preferred address also update.
If you change the preferred address on one record, the address listed on the relationship record will not update to the new preferred address. When the preferred address on the relationship record is not updated every time we change the preferred ...1