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Mark Relationships Inactive for Historical Purposes
In order to keep the history of contacts for an organization/foundation/company, it would be nice to mark past contacts 'inactive' so they do not pull in a query/report but the data is still available for review in the profile.0
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When using Batch, show "Last Appeal" in Constituent Fields on the side
When you are adding a batch, you can edit the Constituent fields shown in the sidebar through Constituent > Define Constituent Fields. It would be helpful if you were allowed to add "Last Appeal" and "Last Appeal Date" so that I didn't have to ...4
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Add ability to assign addressee salutation id number on the addressee tab
Add ability to assign addressee salutation id number on the addressee tab. If I know the number I want to use it would be so much faster and more efficient than finding it in the drop down list. Sometimes the different options look the same in the...2
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labels
More functionality in labels and name tags. It would be good if you have different fonts, font sizes and colours all in the one label, along with the ability to centre or right align. Also would be good to be able to add your company logo to a nam...1
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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.1
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Default to highlight "Other" on donation form when custom amount is entered
When a custom amount is entered on the donation form (OXL), the pre-selected highlighted amount should automatically default to "Other." Our preselected default amount is $50,000 and we've gotten so many accidental $50K charges and it seems BB is ...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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In Constituent Query/Summary GiftSummry we require the choice of not only Consecutive Yrs Given but also TOTAL (not consecutive) Yrs Given.
We are trying to run an annual report for our organization with names and want to also show the number of years these donors have given, not strictly consecutive years given. Currently, these reports are giving us false information. This choice sh...0
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Keep customized query field when running RE Reports
When a query is created from a report, it would be great to have the option to keep the customized query fields from a previous run. In other words, when you run a report which generates a query, you have to re-select the output fields. This can b...0
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Convert recurring gift to a pledge
You can convert a pledge to a recurring gift, but you can't do the reverse.0