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Separate Constituent Databases by Constituent/Giving Type
Some constituents contribute charitable donations through our system (OLX), while others contribute payments for other services, like associated fees for dental services, using the same system. Charitable donations are added as Gifts and donors ar...0
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Ability to change the Display As field name for Marketing Segment (Constituent Appeals)
We'd like to use this field for another purpose, but it is less clear with the current field name. All of the other editable fields under Constituent Appeals can be renamed, but not this one. They also don't reflect their edited names in the Appea...0
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Sharing phone numbers and emails in addition to addresses.
We are a school. We have all of our parents as their own constituent. Then each of their children are constituents. We can share the address. Can we share the phone number and email? So if I update it on the parents record it would update all the ...0
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add advisor to students' contact card in directory
Currently when you use People Finder from "Academics" to view a student, you see their Advisor listed at the top of their card. Please add advisor to the contact card when you view the student in the directory as well.0
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Make either husband or wife primary when one passes
Currently if a married couple share a record with the husband or wife as the primary and the other spouse as a relationship record, even though they both give, if the primary passes away the entire record is marked deceased, at least if you use Ta...1
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In VIP Constituent Report, print the entire note
When I print a constituent's VIP report, the entire note is not printed - only the first two lines. Notes cut off in the middle of a sentence. Why can't the whole note print when included in the VIP constituent report? Expand the number of charact...0
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Auto unmark the 'is a spouse' box when adding 'ex-spouse' as the relationship type
When a couple gets divorced, we change their relationship type to 'Ex-Spouse' - this should auto unmark the 'is a spouse' checkbox0
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Adding files to media
We've noticed that when we add media file (PDF) and it's open nothing happens i.e. no warning or anything. So you have no idea why it's not working. It would be great if in this case RE displayed a warning message e.g. "Your media file is open. Pl...0
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Ability to move old addresses to the bottom of the list
I would like to have the ability to move the old addresses to the bottom of the list of addresses. It seems odd that previous home address, previous business, and alternative address would show before current address.1
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Constitutes to be in different colors on map function
so you can see locations of different types of constituents0