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8
Vote
Add first gift and last gift fields to gift exports
Only constituent exports have the First Gift and Last Gift sets of fields - the gift export does not. The gift export does have a First Gift and Last Gift set, but only for Event Participations - so it doesn't make sense that they aren't available...
Created 07 Aug 01:56 by Guest
2
Vote
Track changes that are made via the Connect utilty
I would like to be able to look in the record in RE or NXT and find out if a record is connected to CORE and the changes that CORE makes to a record. You could find it if you went through every log in the Connect utility but it would be helpful if...
Created 14 Feb 18:57 by Traci Miller
Constituent record
4
Vote
Fund Relationship Export
More constituent fields need to be available under the fund export. Users are not able to quickly pull all funds and the individuals associated with them without having to do a lot of manual work. We need to be able to access the individual's addr...
Created 12 Aug 20:09 by Guest
Import/Export
4
Vote
Bi-Weekly Recurring Gift Frequency - Online Express Form
We would like to add a recurring gift option to our annual employee campaign. Our employees get paid bi-weekly and we do automatic payroll deductions but there is no option for bi-weekly gift frequency on the online express form and there isn't ev...
Created 12 Aug 15:14 by Guest
Online Express
8
Vote
Prevent Solicitors with non-blank to dates or inactive status from being automatically entered on gift records.
No description provided
Created 27 Jul 17:57 by Guest
8
Vote
Add information entered on the search screen on Add screen
When searching for a record and a record is not found, have the info already entered on the search screen auto-populate on the Add screen so user does not have to re-type everything
Created 27 Jul 06:15 by Rose Kelly
8
Vote
Allow color legend for action reminders on the home page similar to color legend for actions (ie all high prioirty actions in red)
Allow color legend for action reminders on the home page similar to color legend for actions (ie all high prioirty actions in red)
Created 26 Jul 15:53 by Guest
8
Vote
Allow Business Rules to prompt for NetCommunity batch
We use Business Rules during our regular mail batch entry to prompt us how to code the gift. Unfortunately, the majority of our gifts come in online from NetCommunity and Business Rules do not apply. We then have to run a series of queries daily a...
Created 25 Jul 01:34 by Guest
6
Vote
Show date query or report last used
In query, report, mail, and batch it woudl be nice to see date last changed and date last run, not just date created. In Export it does show the date last changed and the date last run.
Created 28 Jan 23:54 by Guest
8
Vote
dashboard date range all dates
In Dashboards add the option to inlcude "all dates" in the date range for the Giving by Constituency panel and the Recent Gifts Panel. You can include all dates in the Fund Summary panel, it seems odd that functionality isn't available in all of t...
Created 20 Jul 19:28 by Guest
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