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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
2
5
Vote
Add Salutation option for Organizations
Add Salutation option in an Organizational record, like it is in an indivdual letter. Not all organizations have a contact, example: Churches that support. Having to create another record and link them is time consuming.
Created 14 Oct 21:46 by Sara Judd
Constituent record
0
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
2
7
Vote
Head of household not available in query or export
The Head of Household field is not available in query or export from within constituent information or spouse information. You have to go to relationships to reach the Head of Household field. This can cause a multitude of headaches since it appli...
Created 15 Mar 18:22 by Guest
Constituent record
0
7
Vote
Export "Last Installment/Payment Date Due" Field
You are able to pull this field in a query, but not in the export. This is honestly the simplest thing - if a field exists in RE, you should be able to export it!
Created 15 Mar 18:02 by Guest
Import/Export
0
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
3
2
Vote
Add "Immediately" to the "End the Current Parent Code" option list in Connect RE
Right now, the choices for "End the Current Parent Code" are "End of academic year" or "End of fiscal year." Since we run our EMS enrollment changes just after the academic/fiscal year rolls over (July 1), parents constituency codes for people who...
Created 21 Aug 17:01 by Guest
Constituent record
0
9
Vote
to populate an Outlook task reminder with more information/notes
populate an Outlook task reminder with more information/notes
Created 01 Aug 21:16 by Guest
0
7
Vote
Make it easier to see total RAISED reports in Raisers Edge
When my organization was using eTapestry, it was incredibly easy to see our totals by raised, not received amounts. Raisers Edge makes this really difficult, and we're still not able to pull an accurate dashboard report that matches our actual tot...
Created 02 Mar 14:05 by Katja Thomakos
Dashboards
0
7
Vote
To be able to use Org Query in Net Community
I wish to send emails from the Org emails so when we wish to target certain business I don't have to send through an individual constituent query. I do not wish to use imported lists. I
Created 01 Mar 21:44 by Guest
BBNC
0
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