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Include Action Notes Description in Action Detail Report
I would like the ability to include the Action Notes Description as a selection in the Optional Columns for outputs in an Action Detail Report, or it should be part of the Action notes checkbox that is part of the detail that can be included. The ...0
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When logged into "my community" have my login and registration flow to all dashboards
Presently, if logged in and I switch to another dashboard for discussion or ideas, I have to re-log into that particular dashboard. Once logged in, it should flow through to all other dashboards linked to your account.0
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When connecting to BBDM through RE you are not prompted to change your password if expired.
When attempting to connect to BBDM through RE if you password is expired you get an error message saying "invalid URL" This message is not very intuitive.0 Will not implement
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Alphabetic List for Solicitor Performance analysis
I think sorting by alphabetic list for a Solicitor Performance analysis would be great! If you are pulling a list it is nice to sort all the solicitors. It just would be good for organization and just would be easy to look at.0
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Constituent Profile - Make biographical character fields longer than 30 characters for email and websites
There is a lot a of empty space where phone types and phone numbers are stored on the Constituent Profile, so adding extra characters should be a minor fix. Currently with only 30 characters, email address or websites or LinkedIn data is cut off. ...0
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Merge Utility - Have the system remember your progress when you log back into the utility.
Sometimes it takes a while to scan through the identified duplicate groups. You may have made significant process in confirming true duplicates when you have to exit the screen or the system times out. In those cases, you lose all of the progress ...0
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Add total number of volunteers to Job Assignment Summary report
The Volunteer Report "Job Assignment Summary" is a great way to report out annual volunteer totals by job and different job categories. Can you please add a tally/total of volunteers in the job(s)? In other words, Job Assignment X has 36 hours and...0
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Calculate dates between gift committed and acknowledgement letter sent
I would like to be able to pull a report that shows the date gifts were committed and the dates the acknowledgement letters were pulled to be able to see the average number of business days for turnaround time for the letters. This would be nice t...0
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Pivot Report was very good in RE v7.92, should keep in RE v7.95
We have built over 60 Pivot reports over the years in pre- v7.95 RE, it was working fine with most our needs, it is efficient and economical way to produce the reports; it is great if RE have both ability (run pivot report within RE or export to E...0
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View action attribute on constituent action tab as a column choice.
So that a user can see the attribute without clicking through the action.0