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link RE to outlook account and have it hold the information for the next day
I can get RE to connect to my outlook account by Adding an account but it seems i have to do that every day.0
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In the Appeals tab of a constituent record, add a Filters button to filter by appeal category
This would allow us to select which appeals we want to see/hide, base on their appeal category. E.g., I only want to see appeals of category APL1, or I want to see all appeals except those of category APL2 and APL3.0
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Trigger forward dated actions in an action track prior to an event
Useful for anyone managing communications or actions around a specific event/s. Would be great to be able to create an action track around specific events that have both pre-event actions and post-event actions. On the conditions tab it is current...0
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Add mapping for import of non-constituent spouse additional addressees both editable and table created
I am in the process of importing our incoming freshman parents and since we do not have a separate constituent record for spouses when soft crediting is in play we would like to have specific addressee information for spouses so that we can use th...0
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Counties are obsolete on AddressAccelerator but still populated
PAF no longer maintains counties but AddressAccelerator still populates the county field. So we have the situation where this tools populates incorrect data in UK addresses. We need to be able to stop counties being populated.0
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Adding a Short Key option for adding New Records for Individuals and Orgs.
Save so much time in long run. It feels like everytime I have to reach for my mouse to click Add New I loose my rythum especially when we are entering new donor acquistion.1
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College Table / CSV File
Alumni module users would greatly benefit from a resource csv file that lists all of the colleges and universities in the country that we could upload to our tables. Then we wouldn't have to type each one individually, when updating alumni data th...0
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Automatically add or option to add solicitors when adding relationships
I'm trying to have a solicitor that has a relationship with a constituent (person or organization) automatically be transferred to another relationship. For instance, say I have a business that has employees.. I have a solicitor assigned to...0
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Organizations/Industry data entry consistency controll
Industry for Organizations can be entered at 3 different places: 1. Relationship/Organizations/Industry 2. Relationship/Organizations/AttributesNotes/Type of Institution 3. Org2/Industry The data entered here can be inconsistent though it should ...0
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Break each constituent on a single page in Constituent Giving History
In the constituent giving history/analytical report. Be able to break each constituent so it prints on a single page. Just like in the Gift Detail and Summary report.0