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Allow ability to input partial birthday information
It would be useful to be able to input partial birthday information in RE so that you can record data that may be incomplete. For example, it would be helpful to record the month and date of a birthday, even if you don't know the year. That way, y...1
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Ability to End Workflow manually for a single constituent
In the same way that an NXT workflow can be applied for a single constituent record at the top of their profile, please create the ability to end the workflow for a single constituent manually. Without this option, a workflow must be entirely inac...0
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Expand Solicit code security rights to view but not edit/delete/add
With the release of the consent module on RE it was advised that you you can increase the security around solicit codes as part of this update to ensure solicit codes are driven by the consent module, in line with GDPR requirements. However, remov...1
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Are you sure you want to change all records in the database?
When globally adding or changing records, if after pressing the "Include" button, you mistakenly press "All constituents" instead of "Selected records," this warning would save you from a database nightmare.1
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Auto sort appeals with most recent at top
It would be great if the appeals tab on a constituent record would automatically sort by appeal date with the most recent appeal at the top of the page.2
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Would be nice to have option next to phone number, email addresses, etc. to "copy to clipboard"
This is beneficial for when you're doing data entry, calling someone etc., for example I can no longer highlight a phone number when using firefox browser and don't know why. Having copy to clipboard button would make that simple.0
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History of donor change
The properties showed that I made a change, but not what the change was. I went through everything and couldn't find why it would show that. If I knew what changed, it would have really helped me.1
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Need a way to prevent the automated pop-up of Outlook start window when an email is clicked on
We do not use Outlook. When we click on an email address, the Outlook start window automatically opens, and it takes a series of about 6 clicks to shut it down. A real timewaster when all we want to do is capture an email address for copy/paste or...1
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Color coded constituents codes in database view
I'd like to assign colors to various constituent codes so when I import large volume of gifts to RE in a batch, I can easily tell which donors are major donors and correct the gift subtype (from general giving to major giving), instead of clicking...0
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Introduce dynamic update to an organisation's industry field when altered
In the context of auto populating fields from connected tables.... When redefining an organisation's industry sector (via Bio 2 tab) from what it was at point of creating the organisation's record, the new value does not dynamically update across ...0