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5
Vote
Fix it - not a fan of batches autofill saving to whatever query folder was last used
With 7.93, when committing a batch and saving the query, the folder autoffills to whatever query fold was last opened. Easy way to lose batch queries. Leave the default general or give an option to chose in user options what folder all batch queri...
Created 04 Feb 02:12 by Guest
3
Vote
Schools should be able to be added without needing to be added as a table entry first.
Just as users are able to add in a new org relationship, they should be able to add in a new school in education- without it having to be a table in Config. There are so many schools that to have them all have to be added in by the supervisor ever...
Created 17 Sep 16:06 by Guest
Constituent record
6
Vote
globally&delete&assigned&solicitor&relationships
Add the ability to query as a relationship query assigned solicitor relationships and to globally delete them.
Created 11 Oct 00:28 by Guest
2
Vote
Auction Item Sales
It would be great to be able to enter the value of an auction item for a gift so that it is possible to report the amount paid over value on tax statements as this is the amount that is actually tax deductible.
Created 07 Jan 19:44 by Guest
Gifts
6
Vote
Mail
When uploading new letters there shuld be a toggle to make a letter both a conditional merge letter and/or a record letter. You should also be able to go into each letter through Config and adjust them there, not have to open it through the merge....
Created 10 Oct 22:24 by Guest
6
Vote
address notes
Add a Note field to the Address records.
Created 10 Oct 18:09 by Jennifer Wood
6
Vote
delete addresses
Globally Delete and manage multiple address listings. Every time we run NCOA additional addresses are added to records. The inability to mass change/delete addresses effectively makes duplication suppression ineffective.
Created 09 Oct 17:33 by Guest
6
Vote
Query List - Add ability to list last gift amount of a certain dollar amount like in Export
In export you can export the last gift amount of a certain dollar amount. For example I only want to see the last gift of $250 and above and the date of that gift, not actually the last gift given.
Created 09 Oct 18:23 by Guest
4
Vote
when linking a gift to proposal, carry over the information to the gift
It would be great to avoid having to re-fill in the campaign, fund, etc again, if we already have the information in the proposal. It would be good if this could be automatic.
Created 24 May 09:27 by Guest
Gifts
5
Vote
Email receipts by gift batches
We process our gifts by gift batch. Receipts and Donor Acknowledgement letters are processed by batch as well. We would like to emali the receipts to constituents by batch as well.
Created 30 Jan 00:33 by Leilani Fortuno
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