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RE allows users to save constituents without all the required fields
When adding a constituent via integration (e.g. turning a non-constituent relationship into a constituent) RE will allow users to save the constituent even though required fields are not filled in. This compromises the quality of the data. A mess...3
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"Share" contact reports with spouses or household clusters
In our system, when someone in a household cluster (a group of constituents that all should be counted as one household - spouses, companies owned by a constituent) is contacted we designate a record to be the tracking record. So if a husband and ...1
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Constituent ID as an output field in reports
This would be especially helpful in identifying the correct donor when you have multiple people with the same in the database.0
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Luminate Tab for RE Constituent Records
Adding a specific tab to records for databases that integrate with Luminate Online to allow faster access to gift/event information from Luminate to allow organizations to create better relationships with their Donors.1
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create a pledge receiv
Create a pledge aging report that can be run AS OF a specific date, not only on the date the report is actually run.0
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search non-constituent email address
When entering an email address in the new SEARCH screen in RE 7.92 it should also search the RELATIONSHIP tab for non-constituents who might have the email address. If you enter a last name or first name it searches the RELATIONSHIP tab and retur...3
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phone types
When exporting phone types, wish we could choose the order of the phone types to come out into excel. Example: Pull ALL phone types bu Preferred Phone, Phone 1 and Phone 2 are in the appropriate columns. Right now, if they have 3 types then it wil...3
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Automatic Notifications for solicitors.
For example, to have a notification sent to the solicitor when a new gift is entered on a constituent record or when a new action is made on the constituent. This would keep development in the loop on activity on accounts they are working with.0
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Change Default Font in Notepads
The default font for notes notepad and action notepads is a sans serif font that is not easy to read. It would be nice to have among user options the default font for notepads. It currently exists for Mailings already.I've checked with support to ...0
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Importing
We should be able to import based off of emails, first and last name, address?0