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Globally delete tax declarations
It's currently not possible to globally delete tax declarations, however this would be handy in case of import errors.0
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Allow Gifts to Other Organizations (RE:Search) in Constituent Profile
Currently, the "Gifts to Other Organizations" section of the Prospect tab is not able to be included in a Constituent/Individual Profile. Other items from the prospect tab can be included, and this is an important element in a holistic donor profi...0
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Duplicate Constituent Management algorithm should not identify spousal records as possible dupes.
Half of our dupes in our recent report were there because they were married pairs. The algorithm should recognize that spouses are not the same person.0
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Copy address to alternate should give a NEW address import ID to the NEW preferred address.
Address Import ID is the address identifier that should stay with a particular address. Copy address to alternate is used when an address is being changed, the new address is added as the preferred address so this needs a new address import ID. Bu...0
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When a company's matching gift factor changes, automatically update all donors who work there.
I have hundreds of donors who work at one company that just updated their matching gift factor. It would be great if I could just update that number on the company's record, and have it populate through any donor who works at that company. I unde...0
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Provide Automatic Updates to Constituent Codes (IE Prospect to Donor) Upon Receipt of 1st Gift
It would be convenient to have the Constituent Codes of records with either no CC, or Prospects, be automatically updated with Donor codes and have the start date be the date of the 1st gift. This would help with maintaining accuracy of records of...0
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Add business rule in RE about not soft credit to couple automatically
In our database, we have some couple with separate file don't want to soft credit automatically. Is it a way to set up business rules in RE not to soft credit automatically if we needed.1
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Security option needed to stop users converting individuals to organisations and vice versa
I want to stop users converting records. I believe this is a database admin job and should not be available to everyone and it takes too much time to fix it when it is done wrong. There is a weird workaround by doing the opposite of the instructio...0
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Standardize the format of the home phone to appear in RE as (000) 000-0000 or 000.000.0000
This would be great so the data appears in a uniform format regardless of how the data was entered into the field.1
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Systematically set "Date From" to current date on "new" preferred address after "copying to alternate address"
History shows that "out of sight is out of mind". With the address "Valid Dates: Date from" on a separate screen from bio 1(using the "More" button) , most folks don't think to go there and fix the "date from" on the new preferred address after co...0