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write-off
View Write-offs on the Gift Tab. I would like to be able to see another column on the pledge record. 1) Pledge 2) Balance 3)Write-Off. Example John Doe makes a pledge of $100. Be pays $25 and we write-off the balance. The colums would show. Pledge... -
Make segmentation feature in Mail also available in Export
There is robust functionality available in Mail to segment mail run. Even though it’s available in Mail, Mail has other limitations. Would like this segmentation feature available in Export where we have full functionality. -
Globally Add, Change or Delete Consents
We want to migrate consents from attribute to Consent module but first, we need to clean up the consent data already existing in the Consent module by deleting all. At the moment it could only be done manually (1 by 1). It will be good to be able ... -
Add the ability to email letters, receipts and pledge reminders.
We have several donors who prefer receiving emails over snail mail. -
Update Solicit codes when merging records with consent
When records are merged with consent information on the record the solicit code is not updated to reflect the most recent consent and needs to be updated manually.Reviewed: Voting Open
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Create a set hierarchy for constituency codes
Create a set hierarchy for constituency codes I know that you can query/report/export using constituent's primary constituency code but if this isn't the top one for any reason (data entry, error etc) then there's no point and it becomes problemat... -
The ability to swap Spouse and Head of Household.
Sometimes I do not want to create a new record, but the Spouse has become more important than the Head of Household. Rather than copy the information down, I'd like a swap button. -
Provide a solution for producing letters from gifts BEFORE ceasing integration with Microsoft
Once again only a months notice of a major change to RE with no thought for your users. Letters from Configuration are a critical part of supporter care and the reason given for this change is just passing the blame elsewhere. Please provide a sol... -
Add total giving to the gift tab.
Its so important to be able to view a constituents total giving at a glance. If your on the phone with your donor and they want to know how much they have given or how much to give in order to reach the next giving level, it takes to much time to ... -
Add more fields into Reports
It would be awesome to have the full field list in reports as we do in Query/Export. Sometimes one or 2 extra fields are needed and it requires exports & editing and obviously extra time. I understand that crystal reports are useful for this b...
