-
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
-
Auto Assign Solicitor based on Constituent Code
It would be helpful to have a feature to automatically assign a solicitor based on a new constituent's constituent code. I know that we can globally change records for existing constituents but I would like a certain constituent code (example, can...0
-
Adding 'Title' to the columns in the Notes area
The Title field of a note allows us to quick see what the note is about. It becomes a subcategory of the Type field.0
-
RELO Plugin global delete
If you have free registration for your event, TeamRaiser considers a free registration as a gift and transfers this information to the RELO plugin in RE. If you don't want to create new constituents for every free registrant, you are left with a p...0
-
Globally change the education status for non constituents
At the end of the year we change the education status of students who did not reenroll from “enrolled” to “did not reenroll” and it would help if this can be done globally rather than going into each non constituent student record and then to the ...0
-
when creating a constituent record from a spouse (non-Constituent) allow individual gifts and their appeals to move as well.
Often this happens when the "main" spouse dies- the spouse is automatically promoted to a full constituent. However, they only receive soft credit for all shared gifts instead of being able to pick and choose which should be hard credited and whic...0
-
Update all shared address should fields.
Currently the shared address only shares the Address type. I would like it to also share and update the Info Source, County, Region, and Valid Dates.0
-
Include the birth date in the duplicate search criteria
Everyone needs to constantly cleanup their databases and having the birth date be a qualifying factor in such endeavors eliminates so many father / son with same first and last name issues.0
-
Be able to add updated information to EXISTING constituents through a constituent batch.
I have a rather LARGE group of existing constituents for whom I have new relationship data. It would be GREAT to be able to add this new information through a constituent batch rather than opening each record individually (similar to adding new gi...0
-
Consent imports multiple channels
As U'm sure most people are we're collecting consent for multiple channels (phone, email, post etc). This is being done in part from responses to an email. There is no way to just import these in so the constituent gets each channel. Currently you...0