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Make it possible to filter constituency code information in queries
At present it is possible to filter total gifts within a query, but there are no options for constituency code. In particular, being able to add a date range to a constituency code would make querying much easier. Example parameters: I want to see...0
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Create a checkbox in import that automatically creates a query for exceptions that includes conflicting Const IDs
Our programs have many repeat volunteers as well as many new volunteers. Therefore, every time we do an import we have hundreds of exceptions. The only way to get a list of those exceptions with an identifier that can be used to actually check tho...0
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More Robust Querying on NetCommunity tab in RE
while I realize there is reporting in BBNC, it isn't the same as in RE and there are very few fields you can query for BBNC out of RE. Currently, I am seeking a listing of all the constituents using the email forwarding and what address they are u...0
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Add the field of Contact to gift queries.
When pulling information of gifts previously given to an event from an organization, the constituent query pulls them multiple times if more than 1 contact. The gift query pulls each gift only once, which is what we need but also need the contact'...0
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New Major Donors
There should be a report (or a query) that allows me to see new donors above a certain level for a current fiscal year. If my major donor level is $1000 it should include donors who gave a TOTAL of $1000 over the course of the fiscal year. And I s...0
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Have a setting so a query cannot be deleted.
No description provided0
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Include Constituent ID for a Relationship entity in the list of available fields
Just as it is useful to have the Spouse ID, it would be useful to have the ID of the person or organization that has a relationship with the primary constituent. This field is not currently in the list of available fields for a relationship.0
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Preview Window for Query List
It would be useful if there was an option to preview additional fields in the Details Box of the query list similar to how you can choose which fields to view in the Batch preview window. Fields of interest would be Membership fields or education ...0
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Ability to create a list of employees based on an organizations Assigned Solicitor
We pull a lot of lists and use our Assigned Solicitors to help track regions for our organizations. Typically we need the names of the employees at the organization as well. Therefor is would be useful to be able to pull all of the employees for a...0
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RE Query List or Report to show all gifts with no scanned docs.
RE does not have a current option to pull a query list or report of gifts which do not have Papersave docs attached. This would be beneficial to assure all gifts have scanned docs for auditing purposes.0