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Retain original phone/email "date last changed" when merging
I often do one-off record merges, and I've noticed that the phone numbers/email addresses from the record being merged are re-date-stamped with the merge date in the final record. Example: Pinky Tuscadero 1 has their five most recent gifts, cur...0
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split fund to come out in batch report, soft credit to show, pledge pmt to show in gift batch commit report
No description provided0
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We want to view volunteer detail from the NXT constituent record, including timesheets, jobs, number of hours. We can access all of this information in the database view, but our fundraisers are using NXT, and cannot access these details.
Even though we have the RE volunteer module, we use Volgistics as our volunteer database. But we use the RE volunteer tab to store volunteer details in an effort to better understand our constituents' interests. We take significant pains to import...0
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Link Phone and Email Types to Relationships
Now that phones are no longer linked to address type you can no longer see the phones or email records. This really needs to be addressed.0
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Business Rule for Unique/Distinct Solicitor Types
Enable a business rule to require that each constituent's assigned solicitors have unique solicitor types (i.e. "Campaign Solicitor" type - each constituent can only have one solicitor with that type. If you try to make another solicitor "Campaign...0
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Attributes associated with particular constituent code
In order to keep the attributes ordered, useful and simple to navigate, it would be extremely useful to be able to mark attributes as only relevant to X constituent codes, so that that only limited numbers appear when navigating the drop-down. Lik...0
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Creating more than one classification/condition on the prospect tab (RE7)
Where a constituent has more than one "prospect" classification.For example - a donor may be a community fundraiser, who is a prospect for a bequest. Both of these classifications are dealt with in two different pathways of our donor journey plan ...0
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Address Accelerator City
We have a nearby city called Macomb but Address Accelerator changes it to MacOmb when the address is validated. At present there is no easy way to prevent or correct this. It would be helpful if an "exceptions" option would be added to Address Acc...0
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Education tab to include all schools
Previously, when clicking on the Education button in the Bio 1, we were able to see a list of all education relationships for the constituent. Now it's only the primary relationship. Primary relationship has no value to us. Please go back to inclu...0
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Algorithum being used for Duplicate Constituent Management Tool
Upon reading your report 64630, it appears that the aliases is what is being used to identify duplicates on our Raiser's Edge database. For example, I have two records that were identified as possible duplicates here is the criteria being look ...1 Already exists