-
Sorting Dates on Gift Tab
This is to report an issue (minor but annoying). I don't know who to contact. Before the last update, when you went to the gift tab and sorted the gifts on a record (I sort descending by gift date) the sort criteria would be retained after you clo...0
-
View Actions of both constituent and spouse from either record.
Currently, if you put an Action on a constituent's record, it does not appear on the spouse's record. Therefore, if you accidentally put a spouse's Action on a constituent's record you don't see it next time you look up the spouse. This would also...0
-
Guest Check-In without an iPad
Should absolutely be able to use something other than an Apple product to check guests in.. at the bare minimum there should be a web based way to do this either with RE:NXT or the Raiser's Edge app. The Evenbrite system does this seamlessly and i...0
-
Add soft credit recipient address fields to query output
We send letters to our soft-credited donors who use donor advised funds (Fidelity, etc.) The soft-credited donor's address must be typed rather than merged. It would be great if those fields were available for merging.2
-
Allow a mapping to change the solicit code (for a set amount of time) of a constituent upon receiving a gift.
This would be great for giving constituents a grace period after they've given a gift by changing the solicit code to "Do not Solicit" or something similar for a few weeks. However, the ability to map whatever is needed to the solicit code would b...0
-
Add scanned document to actual "gift record" instead of constiuent record
We have a need to attach very specific documents to the actual gift record. It appear we can only attach documents to the constituent record right now.0
-
Create a function to copy already built lines of criteria code in the query to speed up building similar groups with multiple filter variations. .
For example, lets say basic idea of the query would be the (Gift Amount equals AAnd date range equals A) (Gift Amount equals AAnd date range equals B) Instead of re-selecting each section or merging several queries, we could just copy (Gift Am...0
-
Changing gift types
It would be very helpful and less time consuming if you could change gift types from other to cash by the global change feature0
-
Option of unmasking SSNUM field for query export.
I used to be able to export the SSNUM field directly from a query. This was extremely useful for me. Particularly for unsubscribes through emails. I would input emails in the criteria under phone number using the one of option. This would output a...0
-
Make emails in eReceipts HTML
The 'Write Email' function on the eReceipts tab is very, very basic. It would be great if we were able to edit the email to include images and banners to make it align with our branding and make it more attractive and exciting for supporters to re...1