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Add time date stamp F5 shortcut to Annotations
Annotations are most helpful if it is clear who wrote it and when it was written. Our policy is to initial and date, but that doesn't always happen and since we can time date stamp other areas it seems like this would be possible.2
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Add contact name as salutation when registering on behalf of an organization
When Online Express generates a thank you email for someone who registers for an event on behalf of an organization, the only two choices for addressing the email is Dear <First Name> or <Org Name>. There should be an option to pull a ...0
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Have the field "Installment Balance" in Query
Need to have the field Installment Balance in query so we can set criteria to it.1
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Please provide a Salutation/Addressee editable option for Organizations
Currently, the work around with the If Then key indicator mail merge option wont work if I have multiple types of organizations in a single gift batch. After mail merging my letters, I now have to go in and change the salutation line for our Churc...0
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RE NXT Outlook Plugin
The plugin currently does not have integration with the Action Status field. Therefore, ever action added via the Plugin gets added to RE with a BLANK Action Status.0
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Last appeal received - need ability to build query on this date
We are currently undergoing a reactivation campaign and part of this process is to be able to have a query export the date a donor last received an appeal eg if an active donor’s last appeal received was in 2007 and they have/havenot donated since...2
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Add "Last Gift Date" to Fund/Gift Query
Is there any way that we can get the First/Last Gift Date features added to Query and Export for Fund-based searches? It's helpful of course to have that available for Constituents to search for LYBUNT/SYBUNT, but it would be equally valuable to...3
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Additional Tabs for Fund Records (Actions, Notes, Media)
I would greatly appreciate increased capabilities on Fund Records as other types of records do. The ability to add Actions, Notes and Media would be of great help especially in managing stewardship activities and documentation. At times there are ...3
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Option to automatically share addresses between spouses
We have noticed at our organization that it is really inconvenient that addresses between spouses do not automatically share after the first address is added. We have many donors that live part time in Florida and part time in the Northeast (ohhh ...2
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Create a detailed financial report that matches disbursements
My org needs to know what funds/appeals/events match with the disbursement amounts but other than the donor name and email, there's no further/more detailed information.0