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Ability to see table and seating capacity at event
No description provided0
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In Queries, it would be good to have a Primary or Active Canvasser option for the Output tab
In Queries, it would be good to have a Primary / Active or Latest/Last Canvasser option for the Output tab so you don't have to view the entire canvasser history.0
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RE should be compatible with Adobe Acrobat versions higher than version 9
RE doesn't appear to be compatible with Adobe Acrobat versions that are higher than version 9. Version 9 was released in 2008 -6 years ago- and there have been two more versions since then. I can't save PDF docs into the media tab of RE records b...2
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Make the pledge balance field available to merge as a reminder letter field sent from the Mktg. tab. It's a natural function to do there.
It makes perfect sense to be able to create a really attractive reminder letter in the Marketing tab of Online Express to use with a query of those pledges with balances. But alas, we cannot use the pledge balance field as a merge. It seems like a...0
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Constituent Attributes should be included in insights
In building dashboards, attributes should be insight options0
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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
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improved dashboard sharing functionality
1. show which user originally created a dashboard, so you can go back and edit/share 2. make truly shared dashboards, not cloned 'shared' dashboards that don't auto update 3. allow more than the creator to share dashboards, for collaboration, and ...1
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RE mobile app Needs to show all 'send mail to' addresses not just Preferred and Primary Business
We love the map action on the mobile app. However, the mobile app only shows the preferred address and the primary business address. If the Primary Business address is marked as preferred then the mobile app shows the same address twice. They disp...0
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Ability to view membership status on RE Event App
It would be useful to be able to view the membership status of a constituent in the RE Event App0
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When globally changing HOH on deceased records automatically mark surviving spouse as new HOH
Right now I can query and remove the HOH on deceased constituents, but I would like to do that in conjunction with updating the surviving spouse as the new HOH. At this point that's not an option and I have to create another relationship query of ...1