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Set up 'Default Sets' in a way that users would be able to use only their set(s) by pressing ‘Shift+F’
We would like to set up 'Default Sets' (used in ‘Load from Default’) in a way that users would be able to use only their set(s) by pressing ‘Shift+F’ and not others’ sets accidentally (restriction by user). The tick box is there to allow users to ...0
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Table Functionality
It would be extremely useful if we could see both the short & long table descriptions at the same time. I would like to be able to move the entries more quickly than the up and down arrow allow.0
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Auto create actions based on gift parameters
Would love to be able to set a business rule in RE that would allow a specific action to be created when a gift of a certain amount is created. Would be great for my MGO's using RENXT0
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Ability to link an action from one constituent record to another constituent's proposal
We could have a group fundraising and one person is the key Proposal holder. We may have separate records for the individuals depending on various factors. There are times when we want to speak to one supporter about their contribution to another ...0
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Allow some new columns to the action tab
1. For mailing or Task/Other - Document field - This allows you to easily see what the document is about. 2. Email - Subject field - This allows you to easily see what the email is about.0
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Ability to Batch a Matching Gift to an already existing donation
We received a matching gift donation that we were not expecting so we did not put it on the gift when the donor made their gift. I would like to be able to do a batch to add this new matching gift so I would have a record of it.0
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Add "Previous" to hard-coded list of Address Indicators
Since Address Indicators are hard-coded in RE, it would be helpful to add "Previous" to that list and tie it to addresses with a valid date to field that is not blank. Right now we have "Previous Address" as an address type and "Alternate" as the ...0
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Automatically check the "Print?" button for the position in an organization relationship
When using reports, we like to see the position as one of the fields. If the box is not check, it doesn't appear in the report. This option was a default at one point but must have been eliminated in one of the upgrade.0
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gift summary criteria should be saved from one constituent to another
When running the profile report, it pulls the gift summary criteria from the constituent. When you want to run several profiles, the criteria that has been established needs to be saved.0
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Have quick letter option on organizational individual relationship
If you need or want to send a quick letter to an organizational contact, the only way personalize it to them is to include that specific individual relationship type in the export, add in the individual relationship contact name to the merge file ...0