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Stop Auto Assigning Solicitors in Luminate
RE: Article 100133 Why are constituents syncing from LO to RE as solicitors? When integrated with Raiser's Edge, soft credits in Luminate Online are the same thing as solicitors in The Raiser's Edge. If you have a constituent registered as a TeamR...0
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Globally Deleting Soft Credits
I've discovered how to globally delete soft credits off of a hard credits gift. just go to the check or credit card the soft credit is linked to. Open up the soft credit tab. Click in the upper left hand corner of the soft credit then right click ...0
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Ability to add additional fields to the OLX sign up form and link to consent
The sign up form on OLX only allows the user to use name and email. We need this form to be more like the events form with lots of additional fields so we are able to add much more in order to meet the requirements of GDPR, and link it to consent....1
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The ability to merge appeals/funds/campaigns together
I would like to be able to as part of general housekeeping merge any duplicate appeals, funds or campaigns together.0
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Table clean-up for Cities in Raiser's Edge.
It would be helpful if the table clean-up for cities worked in Raiser's Edge. Some cities are spelled out (Saint Louis) and some have abbreviations (St. Louis).0
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We have noticed a bug or issue with the RELO integration. When we allow donations to the general team in TeamRaiser, a gift solicitor is not attached to the gift. The problem that occurs is when the gift flows to the Raiser's Edge and is put in a batch. Because there isn't a gift solicitor on the gift, Raiser's Edge will populate one of the assigned solicitors from the constituent record. We would prefer this does not happen. It leads to inaccurate credit for solicited gifts and impacts reporting.
No description provided0
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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 everything0
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Config tables should have two fields
Databases should be easy to read and understand. However, with all the tables in Config, we're only allowed a single field for entry. A more proper db approach would be to allow two(2) fields. Field one(1) would be the 'short description'/'abbrevi...2
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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)1
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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...1