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6
Vote
having a "Head of Household" distinction.
This idea of a "head of household" is absolutely antiquated. Far more appropriate is having constituents belong to a "household" from which total gifts can be calculated. Then, it would be helpful for contact information to be listed on gifts in o...
Created 22 Jan 00:47 by Guest
1
7
Vote
fix highlight issues with drag and drop in query folders (and export folders, etc.)
When you grab a query and go to drop it in a category folder - unlike in windows drag and drop - the recipient folder does not highlight. It makes it difficult to be sure you are dropping it in the proper folder. Please change it so the behavior...
Created 11 Mar 23:43 by Guest
1
3
Vote
With every update, saved searches & frequently accessed queries disappear. Please stop this from happening, super frustrating!
No description provided
Created 19 Aug 17:09 by Guest
Query
1
7
Vote
Query on who marked inactive checkbox and when
It would be useful if it was possible to see in query or properties who checked tickboxes such as inactive or no valid address and when. If there is no additional information in the constituent record showing why these flags were added, then at le...
Created 08 Mar 14:58 by Guest
0
1
Vote
Color coded constituents codes in database view
I'd like to assign colors to various constituent codes so when I import large volume of gifts to RE in a batch, I can easily tell which donors are major donors and correct the gift subtype (from general giving to major giving), instead of clicking...
Created 08 May 17:42 by Fei Qu
Constituent record
0
7
Vote
Pronunciation Field
There should be a field where you can fill in the phoenetic pronunciation of a person's name
Created 27 Feb 18:55 by Guest
6
7
Vote
Add option to import/not import Do Not Call information with PhoneFinder
When working with PhoneFinder, Data Enrichment Services returns Do Not Call information. Right now, this imports into RE by default. We would like the ability (maybe via a checkbox) to exclude this information from importing.
Created 21 Feb 20:46 by Guest
1
5
Vote
Add Suffix to Name so it shows up on Relationships Tab/Elsewhere
Families are often related to funds, and when there are Sr.'s and Jr.'s it would be nice to see that - also everywhere else
Created 14 Nov 22:16 by Guest
Constituent record
1
6
Vote
I would like to see the Mail and Export sections linked so that we do not need to update/edit letters in both locations.
I use Export and Config/Letters to make/edit letters that can be accessed from individual records, but when I want to pull a group of letters or envelopes based on a query, I must use Mail. I would like the letters in these different places to pul...
Created 30 Dec 20:26 by Guest
2
7
Vote
Uppercase or CAPS
Being able to query on whether a field is all UPPERCASE, lowercase or Proper characters. This would be great for general 'house cleaning' especially for Address fields, Name, Salutations and Addressees.
Created 08 Feb 19:20 by Guest
1
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