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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!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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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.1
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Bring back the Print Set Up in the Batch Validation Report
With the new update, the print set-up option is now gone from the preview of the validation report. PLEASE bring it back! This is extremely helpful for those in multi-printer workplaces!0
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Being able to query on date pledge reminders were sent
No description provided1
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"Package ID (or Description)" needs to be a lookup field in queries and exports.
When I have 7-15 packages, it is inefficient to have to type in all of the packages individually when querying on them. If I choose Appeal Description in a query, it's a lookup field. Please change package to be as well.0
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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.1
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Make it so you can change print settings when printing a report in 7.94
I don't like that you can't change print settings when you are in a report.1
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Provide the ability to add more than one phone numbers on reports
Reports now only allow one phone type to be selected on the Ind. Address or Org. Address tabs. It would be useful to be able to choose at least two so that phone number AND email addresses can be displayed on a report.4
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Generate Data In Multiple Rows
Enable Export report to generate data in multiple rows. For example having information of multiple gifts by each donor appear on separate rows instead of in columns. So, if there are 30,000 donors who have donated 20 times, the export report will ...0