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8
Vote
States - separated out into country specific listing
Currently US, Australian states etc are compiled on one table which looks unprofessional and results in frustrations for users searching through irrelevant states Most other shopping carts or online sign ups will have country specific states list...
Created 11 Jan 12:57 by Guest
10
Vote
open records in relationship query
Add functionality to double-click to open records in Relationship Query - just as you can on a constituent query.
Created 14 May 22:19 by Guest
7
Vote
Phone and Email Sharing from Business Relationship to Bio 1
I enter business contacts as their own constituent record so that we can track what events they are invited to and if they attend. When making the business address as their primary address (which shows on the Bio 1 tab) the phone and email informa...
Created 04 May 20:09 by Barb Abday
Constituent record
10
Vote
new query list
On the new query list, it would be GREAT to add ALL available query type. Right now, there's only a few available: Constituent, Giving score, Individual, Organization. How about adding Gifts/Actions, etc...
Created 09 May 00:05 by Guest
7
Vote
Ability to query on proposals NOT the constituents.
This would help us to isolate people who have old proposals that are inactive. Currently if you query for a constituent who has active queries with old date added - i.e. queries that should be marked inactive, but weren't, the results include peop...
Created 02 May 18:49 by Guest
General
10
Vote
expiration date
Have auto processing for recurring credit card gifts and auto notifications when credit cards are going to expire to development office and card holder
Created 08 May 19:58 by Guest
9
Vote
Queue exports that contain a VBA field
Is is not possible to queue exports that run VBA code. The Queue module should be able to schedule any type of export.
Created 01 Sep 12:04 by Juul Mulder
10
Vote
duplicate constituents
In 7.92, the algorithm for identifying duplicates is quite loose and retrieves far too many records that have little in common. The suggestion is to allow the duplicate report to run from a query so that each RE licensee can identify non-duplicate...
Created 03 May 19:47 by Guest
4
Vote
Adding Venmo as a payment option
Our Foundation Board and donors are increasingly calling for Venmo as a payment option - esp. for reaching younger potential donors. Is there progress being made on this front? Or, if not an option in the near future, an integration with 3rd party...
Created 22 Apr 13:41 by Kathy Power
Gifts
11
Vote
Tracking hard credit/soft credit
No description provided
Created 16 Dec 02:26 by Guest
Will not implement
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