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Vote
Perform a Global Change to make Proposals Inactive
It would be helpful to be able to create a query and then use that selected group in Global Change in order to make that group inactive. Currently, we have to perform an Import to clean up the old Proposals.
Created 04 Sep 19:28 by Guest
Import/Export
0
1
Vote
RE Report With Specific Ratings Fields From The Prospect Tab
I would like to be able to generate a report where I can list the amount that a person donated last year and then include several fields from the Prospect Tab (RE Database View) in the Ratings section. Specifically, I'd like to have a report that ...
Created 09 Sep 17:06 by Guest
Import/Export
0
2
Vote
Single Payment to Two or more pledges doesn't show split in Query or Import to Create File
I would like to export details about pledge payments that are applied to two or more pledges. I mainly want the import id for pledge, import id for payment, and the amount applied from the payment to each pledge. I would probably expect the result...
Created 29 Aug 18:46 by Guest
Import/Export
0
2
Vote
Create an Exception Query instead of an Exception File OR auto-include Constiutent ID in the Exception FIle
It is super common in fundraising to get lists for import that include a mix of new records and duplicate records. For each list that we import, we need to have a way to generate the list once the import is completed (to include all of the records...
Created 10 Jul 16:41 by Guest
Import/Export
0
2
Vote
Add Package ID as an Export filter
It would be super helpful to be able to filter by Package ID when exporting gift information in a constituent or gift Export. Currently, you can only export by Campaigns, Funds, Appeals, & Query. Thank you.
Created 24 May 19:36 by Guest
Import/Export
0
2
Vote
Have an export option to include unpaid pledges only for any gift that is a pledge
Currently if I do an export of donor giving and tell it to include pledges, it will export the pledge, which was an individual gift entry. AND the payment of the pledge, which is a separate gift entry. Therefore on a big spreadsheet giving totals ...
Created 08 May 15:03 by Guest
Import/Export
1
2
Vote
The ability to add numerical content to sort in export
This would be useful for exporting analytics data specifically because you cannot add a comment to the analytics description to sort by.
Created 07 Feb 13:05 by Guest
Import/Export
1
1
Vote
Add query to export based on last changed date of query
Problem: I created a query last year that I want to include in an export and I made a couple adjustments today so although the created date reflects last year, the last changed date reflects today’s date. Solution – when we “Include…” “Selected Re...
Created 25 May 18:37 by Jen Mackinder
Import/Export
0
2
Vote
Export hard credit ID/name
Please add the ability to export the Cons ID or name of the constituent responsible for a gift. When exporting gift details and including soft credits, there is currently no way to export details about who made the gift. It will always only show t...
Created 23 Jan 23:12 by Guest
Import/Export
0
2
Vote
Make all required fields available when using the 'create import file' function
For example: I want to update some proposals (since global changes for proposals are extremely limited). I create a new import. In the general tab I say "Create Import file" and include the fields I want to update and the proposal import ID. I can...
Created 01 Dec 02:01 by Rivki Raphaelson
Import/Export
0
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