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Query on most recent appeal contact
We could like to query / export the most recent appeal contact of a selection of constituents.0
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Proposal notes made easier
When giving volunteers a report like the "Outstanding Proposal Report by Status" so they can see the notes on where they are at in the process of contacting a prospect, RE does not have a canned report that includes those notes directly associated...0
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Enhance Fund query by providing criteria options such as Begins With, or Contains
I tried to do a Fund query for all my funds that contain the word Home. However, there is no option in the criteria dropdown for things like Begins With, or Contains. Instead, it has options like Greater Than and Less Than which are more appropria...0
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Edit a constituent from inside a query
There should be a way to edit a constituent's name, address, etc from a query, without having to open the constituent. This would be extremely helpful and less time consuming.1
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Select Package ID from list in Query
We have FAR, FAR more queries than we do Appeal IDs and we can select Appeal IDs from a list in a query, however, we have to type in the Package ID. We would really like to have this capability for Package IDs as well, since most will have FAR mor...0
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Campaign and fund categories
I need to include the campaign and fund categories as an output on my 'proposal query' but the options aren't there. It would be great if we were able to include on queries.0
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Adding more query parameters into RE for Luminate
We are currently importing external data from our crowdfunding site into RE and wanted to set them up with a welcome series. Since their welcome series would have to be based on an RE query, not a Luminate query we have to manually upload lists in...0
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Communication between RE, GE, & FE
If these programs were integrated between each other, there would be less room for error. If you change an address in one program, it should reflect in all profiles no matter which program (RE, GE or FE) same for any transaction details. The fund,...0
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Make all multiple types of query fields correspond to a new column instead of row in query results
IE: Phone types- instead of a new row for each type per constituent, they should should as a new column in the same row.0
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Query by expense type
Cannot include "Expense Type" in a query including events. Reported as bug, which was accepted but do not plan on sorting it out. "We have evaluated this issue as a bug and we have determined it will not be addressed in the program in its current ...0