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Many phone types into one Column in EXPORT
be able to export many phone types that export into one column in Excel. Would be very simple when creating eLists.0
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Allow Imported NonConstituent Relationships to Link with one another
Currently, we can upload new nonconstituent relationships in bulk. However, you need to go in manually to each record and link/merge the nonconstituents afterwards. There's the Merge Non-Constituent Record but that's a cleanup tool. I want to avoi...0
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Separate the transaction fee from the donation when importing from EverydayHero into RE
On the EverydayHero site, the donor has the option of paying the transaction fee instead of the organization. While this is great, when using the EDH plug-in to import the transactions into RE, the donation+fee goes into the donor's record as one ...0
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Create a canned report to export to quick books right away
Development managers need to pass on the gift information to finance professionals in house or for hire. The accounting standard seems to be Quick Books. Right now it takes too much time for me to create a query, by guessing the fields that I have...0
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Index Packages because importing of Packages is extremely slow compared to other imports
As the number of packages increases, importing of new ones has grown slower. We have an appeal with 17523 Package records. It's been taking about 2 minutes and 30 seconds per Package to import new ones. As a test, I manually deleted hundreds of pa...0
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Importing Participants - Make All Biographical Fields Available
When importing event participants, fields to import phone number information is not available. Make it available.0
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Add GL Distribution Tab to Fund Export
It would be very helpful if all the tabs in the Fund record were able to be exported.0
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No option to globally change or import Giving Score
After carefully scrutinizing our donor database we want to begin a formal (and proper) moves management strategy. As part of this we have several hundred donors needing to have their Giving Scores set, yet their is no way to do this except manuall...1
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Query & export fields for prospect module should match!
Urgently need to fix the export fields in prospect rating so that the output is clean. This is necessary for Target Analytics to work well and sync to RE.0
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Auto-Populate Category Field on Import of Timesheet in Volunteer Module
My specific issue involves the volunteer module. I setup Jobs with the Category field populated. When manually entering a new Timesheet I enter the Job, Date, and Hours with the Category field automatically populating due to the linkage of the Job...1