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13
Vote
Add dates and comment sections to Solicit Codes
We often have to add a "do not solicit" code to a donor's record. Then - we have to follow up with a mail house and let them know of any recent "Do not solicits". There is currently no way to do that.
Created 12 Oct 17:23 by Guest
Constituent record
4
Will not implement
2
Vote
Add "Immediately" to the "End the Current Parent Code" option list in Connect RE
Right now, the choices for "End the Current Parent Code" are "End of academic year" or "End of fiscal year." Since we run our EMS enrollment changes just after the academic/fiscal year rolls over (July 1), parents constituency codes for people who...
Created 21 Aug 17:01 by Guest
Constituent record
0
12
Vote
Adding privacy policy and consent statement by default
When adding a new consent it would be useful to be able to populate the privacy policy and/or consent statement fields by default, either by having the full policy or a hyperlink to it.
Created 13 Mar 11:23 by Guest
Constituent record
0
11
Vote
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...
Created 12 Sep 14:37 by Guest
Constituent record
1
13
Vote
Display both fund ID and fund description in RE columns
We have way too many fund numbers to remember all of the descriptions of each, and many times we need to see both at a glance. The only way to currently do this is in a query, but we need to see both in the column views when viewing a constituent'...
Created 18 Jul 21:41 by Guest
Constituent record
0
6
Vote
Add a date to additional addressee field
Add a "date" field to the addressee fields (the additional ones, not primary) so you know when they are added and which to use if multiple versions of a name listed.
Created 11 May 14:34 by Liz Steward
Constituent record
0
6
Vote
Recurring reminders for Billing and other tasks
It would be great to have a recurring action reminder feature to remind us to do something every year for a specific donor, such as invoicing in a specific month, etc.
Created 30 Apr 13:42 by Philip Weaver
Constituent record
0
8
Vote
Increase size of Comments box in Attributes
Currently this has max of 50 characters, but in the absence of a notepad section in Attributes, this is too small for many text entries. An increase to 100, or even 200, characters would be most welcome!
Created 18 Feb 12:17 by Guest
Constituent record
1
2
Vote
Add Time field for when constituent gift was manually entered
I import/export all donations made on a daily basis, sometimes more than once. It would be most helpful to be able to see the time of day the constituent gift record was updated so as not to duplicate when populating spreadsheets.
Created 21 Jul 13:49 by Ricki Davis
Constituent record
0
12
Vote
Copy / Share ACTION from Constituent
Just like the feature "copy/share an address from a constituent" found in the address tab, it would be great to be able to copy/share an action from a constituent. OR there was another idea posted about being able to add a soft credit to an action...
Created 18 Sep 14:10 by Guest
Constituent record
1
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