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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
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Multiple Proposals Exported Data to Be in Rows
Have the ability to generate an export report of each individuals with multiple proposals to be captured in separate rows. So, if an individual has three different proposals, each of the proposal information will be on three different rows includi...0
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Add Packages to Export
While the reports are nice, in my department we like to export things to excel to view and manipulate many data points at the same time. Our exports are quite large so just doing say a package export would not be efficient for our department. We a...0
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Exports need to be compatible with current Microsoft Office releases
I receive the following error during export: Error opening export: Error opening Microsoft Office 2007 Application: ActiveX component can't create object Make sure you have Microsoft Office 2007 installed on your machine. The real problem is that ...0
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Separate political giving from philanthropic giving in integration fields from ResearchPoint to RE
Because of recent privacy issues (GDPR in the EU and new California laws), we no longer want to import FEC data into our Raiser's Edge database. However, I would still like to view the FEC data in ResearchPoint in my prospect research work. In Res...0
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To allow the IBAN and BIC fields to be included when importing constituents and bank relationships at the same time
At the moment when i import regular givers using Import Regular givers I have to use SC and Bank Account and then go back and manually add the IBAN and BIC to process SEPA DD's. This is extremely time consuming when i have a large number of donors...0
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ConnectRE constituency code to/from date changes
The constituency codes in Core that are brought into RE through connectRE, should be brought over as the correct "to"/"from" dates. Ex: the day the constituent became a Parent until their child graduated. Currently, the dates are brought over as t...0
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Linking Completed Action Items to Others as Follow Up
We use the Action Item tool as a running To-Do list and like to show that emails/phonecalls/etc are often times in followup to a letter or request. I would love to be able to link 2 completed actions to one another (much like how Solicitors are li...0
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Export blank columns to avoid shifts in data
In certain exports, when pulling multiple columns of data for a particular field, the data will shift to the left if a constituent does not have information for 1 or more of the columns. This makes sorting an excel spreadsheet difficult.0
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Error message appears for participant import ONLY when Validating "Validation error: The Name fields are missing"
When I do a participant import and validate data only, I receive an error message that the name fields are missing when they are not missing. Once I do the import and uncheck "validate only," the import is completely fine. This is a major bug, and...1