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The Ratings Category table for RE:Search should be available for table-based operators in Query
Right now to choose more than one Category, the text must be copied from the table and pasted or typed in the query criteria screen. It would be convenient if the Rating table functioned like most other tables where one could select entries from t...0
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Ability in configuration to only "Allow 1 per record" in Tables
In attributes we are able to use "allow 1 per record" but we don't have the same functionality in tables. It would make our database cleaner if we could prevent duplicate entries.2
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Grouping telephone numbers and emails on records
Grouping similar telephone numbers and email addresses on records is now impossible; they have to be added at the bottom of the list and are unable to be grouped together in similar formats (e.g. mobile numbers together/business numbers together) ...1
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Please allow us to create one Action and Action Note and link it to multiple constituent records automatically
Great fund-raisers work with entire families. When we speak with one member of a family, whomever enters another, separate RE constituent action for another member of the family needs to know about all pertinent conversations pertaining to the fam...0
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Sync all roles between Raiser's Edge and the On Suite
I used to work in EE, and all constituents would sync between EE and RE. But now I am working with ON. And the only roles that sync between the two programs are: students, employees, alumni, parents and grandparents. This excludes donors and frien...0
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Make it possible to delete a donation transaction if a mistake was made during entering the donation.
The only remedy at this time is to "0" out the dollar amount and leave the mistake as a line item under donations.0
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Add Consent Fields to Defaults
It would be create if the default feature was available for consent to make it easier to process the ones by hand. Plus then it would be an option in ImportOmatic for new records coming in for other sources. Right now I am adding it to imported sp...0
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Option to Remove HoH Indicator
"Head of Household" is an outdated, hierarchical term that indicates that one counterpart has higher status or importance than the other. There is rarely a need to indicate who the head of household is; please make it an optional field, instead of...0
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Allow entering 4 digit credit card numbers in batch
Add back the feature to place 4 digit credit card entries into a donors record. I'd like to suggest revisiting the entry of 4 digit credit card numbers when batching and having them integrated into the donors record. I see that a decision was made...3
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Limit Duplicate Constituent Codes
There should be a way to not allow duplicate constituent codes on a record. That person may have multiple, but different constituent codes. But they can't have the same one twice, or god forbid 15 times. It would make integrating with PowerAutomat...0