-
Add and "All" option for Campaigns, Funds & Appeals in Gift Exports (please!)
Oh please include the option for "All" when including Campaigns, Funds & Appeals in a gift export. If you include memberships there's an option for "All". Not having this option wreaks havoc on Crystal Reports (or any other automated function ...0
-
Adjustment Fields available in Export
It would be very helpful to have the original value of each field that have been changed available in an export such as: - Campaign - Fund - Appeal - Package - Amount As reconciliation on high volume adjustments is challenging and manual betwe...1
-
Export Only a Constituent's "Active" Constituencies
Our constituents often have multiple constituencies. It would be very helpful to be able to include only constituencies without a "To Date" when Exporting.1
-
Address Block vs Address in Export
We need to be consistent. Address Block should be the same in Mail as it is in Export. Currently Address Block in Export = Address, not Address Block.0
-
Set default File Locations for Media Imports
Even though you can set specific file locations for exports and imports, the media tab is excluded from those rules. We have several users who are not very tech savvy, but their job requires they upload media and it would be much easier if they ju...0
-
Adding photos to Profiles
It would be really helpful if we can pull some information from Media tab into the export template.0
-
Add option for blank entry in "Otherwise Use: " for Import/Query
it would be helpful be able to isolate salutations by having a blank option in query and export. this is helpful because if salutations like informal both/cons/spouse are used, even those without this programmed into their profile will populate un...0
-
Why do some imports require the Constit Import ID, but others will worj with the Constit ID?
I think that RE imports should all function properly with the Constituent ID. It is extremely frustrating to set up and map an entire import file only to discover that Constituent ID is not an available field for that import (such as a Participant...1
-
We should be able to import gifts into a gift batch for processing without paying for a plug in.
I can upload online express data to a gift batch for processing. That technology should be extended to upload gift batches. Many of us work with ez deposits and electronically deposit checks. I should be albe to download a data file and upload it ...0
-
Export Primary Phone in participant exports
An option to give primary phones preference in exporting would be helpful in a participant export. We have several who attend our events who would rather we contact their cell, while others prefer a call at their business. The primary check box he...0