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Be able to associate pledge payments with their pledges.
Assign a receivable ID associated with a pledge. Then all subsequent pledge payments would reference the receivable ID. This way pledge payments could be identified with the pledge in the query. This is a simple solution and is the basis for any A...4
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financial reports
It would be very helpful to my organization to be able to organize reports (i.e. gift detail and summary reports) into sub-folders. I work at an organization with several branches and 15+ users. With regards to the gift detail and summary report...1
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find nicknames using quick find
At present you can only search by nickname if you put in just the first initial in quickfind, or via the open a constituent search. Quick find would be more useful if when you typed in first name and last name, it would find those both those who r...1
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automatically display installment schedule for recurring gifts in batch
Users should have a user option to automatically display installment schedule in batch for recurring gifts like there is for pledges. Under Tools > User Options > Batch tab > Gift batches, you can select when a pledge is entered to automa...1
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Unable to set security to prevent users from selecting the 'requests not email'
Allow a security option to prevent users from selecting this or allow this checkbox to be hidden.0
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In the hosted environment, allow the Queue module to send emails
If I host RE myself, this feature is available, but it's not available in the hosted environment. It's an incredibly powerful feature, as it allows me to create daily/weekly/monthly recurring reports that are automatically emailed to my audience ...2
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Adding more of the donors entered information from Online Express gifts into the "View Transaction History" search option.
It seems like more information should be available as a part of the Online Express Transaction History (View Transaction History Search feature) - like the address is. There have been times that I did not want to allow Online Express to "overwrite...0
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Ability to search on "Today's" date for the "Constituent Code date from" field
In query, it would be useful to search on "Today's" date for the "Constituent Code date from" field. This would enable users to very easily send automated welcome emails through BBNC to new members.0
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Enable define required fields based on Constituency Code (incl. Attributes)
It would be very helpful to be able to define required fields on Constituent record based on Constituency code. In our case for example when adding certain type of constituent a date of birth field is a MUST. What's associated with this idea are t...2
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Add 'All Channels' to channel list in Consent
The ability to create a blanket opt-out for a particular subject such as fundraising or mentoring regardless of channel could more easily be managed with an 'All Channels' entry in the channels list. Particularly since the consent configuration al...5