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7
Vote
relationship constituent id's
In doing a query for deceased constituents and their relationships, it would be helpful to be able to export the relationships constituent ID.
Created 30 May 18:07 by Guest
1
1
Vote
Mass link of gifts to an event
Ability of doing a global add, change to a list of gifts and linking them to an event, without having to do an import.
Created 14 Mar 18:40 by Guest
Gifts
0
7
Vote
Add
Add constituent ID to the Batch Exception Report
Created 24 May 21:58 by Guest
1
7
Vote
Ability to copy and paste results from query
Ability to copy and paste results from query. Would be so useful to be able to highlight a record or a section of records from a query result window to paste into Excel / Word.
Created 22 May 11:32 by Guest
0
6
Vote
Past Due amount not in reminders
Add the past due amount prior to run date as an available field in reminders when creating own data file
Created 26 Feb 23:37 by Guest
0
2
Vote
Supress Duplicates in Query
In query, under tools, query options, record processing there is a "suppress duplicate rows" button. This has never worked. I think it should be designed to suppress duplicate constituent codes as that is the main differentiator in the system.
Created 20 May 21:08 by Guest
Query
0
6
Vote
Give an option to make the Phone/Email check off box automatic or have RE flag if a duplicate is being entered before saving/closing record
This is huge. Not having the option to automatically show inactive emails/numbers for all RE users nor having RE check duplicates is going to cause many issues - especially with tracking donors preferences!
Created 25 Feb 00:00 by Guest
0
5
Vote
Add First Name to the Fields to Include tab of Donor Acknowledgement Letters
It would benefit many organizations if First Name was added to the Fields to Include tab of Donor Acknowledgement Letters in the Mail module.
Created 13 Dec 20:10 by Guest
Mailings
2
6
Vote
In the dynamic constituent query, add fields in "equals" for "Last Fiscal Year," "Last Fiscal YTD", "This Fiscal Year," and This Fiscal YTD"
Does anyone still report calendar year besides the IRS? Everyone can define their fiscal year (calendar or not), but defaulting to calendar year reporting in queries makes a lot of extra work for multiple recurring queries.
Created 21 Feb 00:31 by Guest
1
7
Vote
gift reference
Allow entire Gift Reference to be viewed, if the user only has "view" rights. Currently, if the user doesn't have "gift edit" rights, s/he cannot view the entire gift reference, if it extends beyond "Reference" field.
Created 30 Apr 23:56 by Guest
1
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