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Have query allow Birthdate = Today (any year) just like Month
As part of our friendraising efforts, we want to send constituents (non donors) and our donors special birthday greetings. Right now we can only do it monthly. Would be nice to have that as an option to use Scheduled Email and pull a daily birthda...1
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Queries for Opportunities
We are utilizing opportunities more often but are limited with the the fields we can filter by (for example, not all opportunities with names that include "Fiscal Year 2021") and export (no constituent ID) in NXT lists. It seems we can do global c...0
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Add spouse's primary constituency as an available query field
Allowing users to include a spouse's primary constituency would allow for more streamlined queries than listing every constituency they either are or are not.0
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Add Relative Fiscal Year querying option to BBDM/RE7
According to the documentation, this option is available in BBDM using CRM, but when using RE7, it only allows you to query by Relative Calendar Year, Month, or Day. Without this option we are forced to hard code selection queries with specific fi...1 Will not implement
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Add This Financial Year and Last Financial Year to the Date dropdown in Query
To save entering specific dates all the time, allow configuration options for setting start and end dates for Financial Year and add these as options to the Date dropdown alongside Last Calendar Year and This Calendar Year.1
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Adding security to queries.
Although a person doesn't have rights to view gifts they can still create a constituent query and use gift summary.1
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file folder organization
I need to organize a large number of outdated queries (that are in their own folders) but I don't want to delete them. I find that I have to move one file at a time to an "archived" folder as opposed to moving the entire folder to "archived." I su...0
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Query on active/inactive phone numbers in RE 7.96
It is not possible to query on more than one phone type AND "Phone is inactive" as well. For example "Home phone" not blank OR "Cell Phone" not blank AND Phone is inactive=No.0
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Creating a query of exceptions
I run monthly sustaining member gift batches and there are always individuals who have credit cards that do not go through for one reason or another. I can create a batch of exceptions so I have a printed list to go by to see whose card did not wo...0
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Adding a "Total Receipt Amount" field under "Summary For Fund"
Currently, the "Total Given" field under Fund comes from the Gift Amount field. There should be a summary field from Receipt Amount (I.e. Total Receipt Amount) under "Summary For Fund" available for reporting on quid-pro-quo gifts and on split-gif...0