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add field of Maiden Name for Records: Open
Often we are asked to look up information on a married alumna but only know the maiden name; probably have never used the middle name field but sure could use a maiden name field.
Created 25 Jan 15:28 by Guest
Constituent record
0
2
Vote
Allow Edit to Write a Letter function on Org Constituent Record
The date in the letter generates as weekday, month, date, year. Would like to edit this so it defaults as Month, Day, Year.
Created 22 Dec 17:33 by Guest
Constituent record
0
1
Vote
Connect RE to pull current student class assignments
IT would be very helpful to have ConnectRE pull a current students class (course and section) assignment from core. As a school we constantly need to know which constituents are in what class. This helps in tracking grade level specific appeals as...
Created 17 Nov 20:20 by Guest
Constituent record
0
2
Vote
Allow suffixes to appear on relationships tab as well as list of recently accessed constituent records-or wherever more than one person with the same first and last name will appear together.
I have four generations of Jack Calo. On the list of recently accessed constituent records and the relationships tab, I can't tell which is which, especially when I think there might be a duplicate. It would be helpful to see the suffix to clarify...
Created 08 Nov 18:03 by Guest
Constituent record
0
2
Vote
Managing contact preferences/opt-ins
Given the legislation around direct marketing, I think managing contact preferences could be made more straightforward and have automatic prompts/reporting to help segment for the purpose of contact preferences. Firstly, a time stamp when an conta...
Created 08 Nov 10:40 by Guest
Constituent record
1
2
Vote
Add date to philanthropic interests
It would be helpful to be able to add a date to a philanthropic interest so that we know how current the information is.
Created 27 Oct 00:00 by Guest
Constituent record
0
2
Vote
Make "county" one of capable of paste via smart-paste
Currently I would have to pick one by one counties when trying to search constituents based on a radius. I need the ability to paste in a list of counties. I would also like the ability to clean up the list of countries and states in RE. Somehow w...
Created 14 Oct 16:41 by Guest
Constituent record
1
1
Vote
Split DATE OF BIRTH Field to Three Fields (Month/Day/Year)
Often we hear word of mouth that it's someone's birthday coming up but don't have specific year and we're even lucky to have the date of the month. There are many cultivating opportunities and auto-generated tasks that can be taken advantage of if...
Created 29 Oct 21:55 by Keri Stevens
Constituent record
0
1
Vote
Query DECEASED BOX (and other fields) DATE LAST CHANGED.
As the only option is to query when the entire record was last changed and, as we all know, a record may be updated long after someone has passed away, it would be helpful to query when the Deceased box was checked. This would be particularly help...
Created 29 Oct 21:32 by Keri Stevens
Constituent record
0
1
Vote
Display annotation automatically.
I would like the option of displaying the annotation at the record level and/or at the gift level. Maybe just have it come up once while viewing a record. When I have to view many gifts with an annotation pop-up, it is frustration to have to close...
Created 28 Oct 20:40 by Guest
Constituent record
0
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