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Import participants using Constituent ID
We are on 7.94, and I cannot import a list of constituents as event participants by using the Constituent ID - only the Impor ID can be used. I'm sure many organizations use Constituent ID as the primary ID, so it makes no sense why we can't use i... -
Optimized event forms, allow QR code and review transactions before processing them.
It would be easier to allow a QR code from an event form rather than having to use another software/app to create it. Also, with the ability to review transactions before processing them it would avoid so many duplicates that are created through t... -
Query by solicitor type
Please add solicitor type in constituent query so for example, we could search by solicitor name and by the type ie solicitor name equals john doe solicitor type equals primary prospect manager. (See BB708272) -
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. -
soft credit a spouse's soft credit gift
It would be *really* great if you could have a spouse's soft credit gift show up in the linked spouse's record to reflect total household giving. For example. Sally gives via United Way. United Way gets the hard credit. Sally gets the soft credit... -
Add capibilty to create more than 200 lists in online express
We have maxed out our list capibility and we have to reuse our email lists over and over. -
Ability to exclude adjustments on Pledge status report
Currently, adjustments to pledges appear on the original date of a pledge regardless of the date the adjustment was made. This makes looking at historical data problematical and reporting difficult and correct reconciliation to the financial gener... -
When someone registers for an event through an OLX form, set the Response to "Yes"
If someone registered online, then the implication is that they have said "yes" as a response! -
Allow Appeals to be deleted even if in a gift record.
Keeping Appeals that are located in only (1) one gift record is bothersome. We are unable to delete the Appeal from the gift record if it is found in an Amendment to a gift and is no longer accessible. Just allow Appeals to be deleted. -
Ability to output specified address types from constituents who exists as contacts on organization records when given organizations as criteria
Many times, individual constituents have a relationship with us in a personal capacity and in their capacity serving as contacts for organizations. It would be helpful to be able to be able to export specific addresses (eg. Business 2) from all re...
