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7
Vote
Split gifts should be truly split, two separate gifts, that can be queried separately
Split gifts should be truly split, two separate gifts, that can be queried separately
Created 12 Aug 00:26 by Guest
0
2
Vote
Research Point - add DOB to constituent match settings
Particuarly for organizations that use the Grateful Patient module, if you include DOB as a match setting, it would significantly reduce the amount of duplicates identified in the batch entries on a daily basis.
Created 21 Sep 13:32 by Guest
Uncategorized
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6
Vote
Hyperlink to a query from an export
I think it will be really helpful to be able to jump to a query right from an export if you have to update a query. Especially if you have many queries developed and exports, it will make DBA's life easy to manage this aspect in the Raiser's Edge ...
Created 24 Mar 18:48 by Guest
Import/Export
2
7
Vote
Make the county field in NetCommunity dependent on the country field
The county field in NetCommunity currently lists every county for every country in RE. Its looks awful. Can it be set so for certain countries (US/UK etc) users can choose from a dropdown but for all other countries there is just a free text box s...
Created 07 Aug 18:28 by Guest
1
4
Vote
A way to "view as" a security setting/role so that admins can see exactly what that role would see.
This would avoid the guess-and-check of trying to get a user's permissions correct, or asking them to log in for you so that you can verify that everything looks correct for that user.
Created 19 Jun 14:00 by Sarah Pisaniello
General
0
6
Vote
spell check
Allow SPELL CHECK in Notes (constituent notes, action notes, gift notes, event notes, etc.) When you enter a note, you should be able to run a spell check on what you typed.
Created 18 Mar 00:34 by Guest
0
7
Vote
Add SQL query function
I would love for there to be an "Advanced" button somewhere in the query module that would allow you to simply type in an SQL query string. Not many people would use it, so it doesn't need to be present and front-facing all the time, but it should...
Created 02 Aug 00:02 by Guest
8
7
Vote
Include Relationship Type on the Soft Credit tab for gifts so that it is readily visible
It would be nice to know at a glance what the relationship of the soft credited individual is
Created 31 Jul 19:56 by Guest
0
3
Vote
Unable to set default file path location for exported reports and queries
Currently there is no option in user options to set default path for exported reports and the client must browse to the folder each time she exports from the report preview.
Created 01 Feb 22:42 by Guest
General
0
7
Vote
Ability to mark a user account as inactive
We have several staff that have come and gone, and we'd like to clean up our security section. We want to retain their user account in RE since some of these now-inactive users have created records or been the last person to change a record and we...
Created 30 Jul 17:00 by Guest
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