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Make soft credit to Spouse a Flexible Option
The "soft credit this individual" check box on the spouse relationship tab is hard coded so if you click it for one spouse, it automatically clicks for the other spouse as well. That means any gifts made by either spouse are automatically soft cre...1
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In Raisers Edge Batch Entry, add a pop up for soft credits.
When a constituent's donation is entered, the data entry staff needs to research each constituent to see if another constituent or organization needs to be soft credited. Similar to selecting "Gave" for a specific appeal, it would be nice if there...1
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Change address on both linked spouses through Address Accelerator
When the address on the "head of household" is changed, also change the address for the linked spouse. Now the only way to do it is manually.0
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Change color of constituent record headers on the gray background - white is very hard to see
It's so hard to see the tabs on the constituent record tabs and pop outs. The white on the gray background is very hard to see. The print should either be black or dark blue to show on the gray background. Please consider changing or giving custom...0
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I would like to query on shared/linked addresses, so I can unlink them.
Why would this be useful, because I don't know who is affected in our db. Often when we come across this issue, it happens so fast - the change and you only know if it has affected the Business tab if you look there. Very bad for data integrity.0
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Ability to add/edit/delete info source field in webview
Currently, the ability to add an information source for address changes is limited to the database view. They are only viewable in webview. It would great to have the option to add/edit/delete this field in webview as this is a field I add during ...0
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View note author from constituent profile in webview
when I am on a constituent profile and I go to the notes section, I am unable to see the note author unless I click on the "Note" link to open up all the notes in the "Notes for Constituent" view0
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Option to add other addressee/salutation fields as mandatory
We have an informal salutation set up that we would like to be a required field when creating a new constituent. Currently only the primary addressee and primary salutations are required fields.0
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All fields that have check boxes should be available for global checking or unchecking.
I have an Additional Addressee field that is checked and only has the person's first name in it. I need to have a full name for an addressee. By unchecking the field, it comes up as the full name, a usable addressee field. My file has about 1200 c...1
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When adding in a relationship, who is a constituent, allow us to select the address to use
RE defaults to the organization address when adding in new individual relationships. We work with lots of volunteers and need to mail to them at their primary home address. To do that, we have to stop the address sharing, then re-link to the indi...0