-
Post new idea
Each quarter I need to enter 440 employee gifts and link to individual pledges. I am using recurring batch, but it isn't very user friendly and doens't ask me "do you want to apply this to existing pledge?" My suggestion would be to give this opti...3
-
reporting off "ask date" and "ask amount" for the most recent
I've sought BB's support for creating a report that pulls off the "ask date" and "ask amount" fields in a proposal record. Specialist said it is not possible in current RE and to suggest it on this forum. I'm looking to include in exports the las...0
-
Allow Contacts and Contact Types for Individual to Individual Relationships
Currently you can only make someone a contact for an organization. You should be able to make someone a contact for an individual, such as an Executive Assistant be the contact for the President, CEO, etc.1
-
RE 7.94 - Would like to see an indication on email tab when it holds information
RE 9.94 - would like to see an indication on email tab on constituent record when there is email information in the record.1
-
Add Add/SalID to the drop down list of choices on the Addressee/Salutation Tab of Constituents
With so many set ups and choices for Addressees/Salutations it can be confusing to know which one to use when it LOOKS like there are duplicates even though the settings for each are different. And to be sure all staff are choosing the correct one...0
-
Make email templates mobile friendly
Our organization is currently testing OLX's emailing capabilities. As more and more people are using their phones and tablets for viewing email, we're finding that the OLX email templates are too wide to be easily viewed (have to scroll left and r...0
-
It would be helpful to be able to search for duplicate addresses. Separate constituents who share the same address. Right now I have to export them and compare in Excel.
Our main constituents are children and their parents. We have many hundreds of records in which the children, now grown, still have their parents' address in their record. I think it could be an option in the Duplicate Constituents tool. To search...0
-
Export Only a Constituent's "Active" Constituencies
Our constituents often have multiple constituencies. It would be very helpful to be able to include only constituencies without a "To Date" when Exporting.1
-
Query Output for Split Gifts
I use a query output on my dashboard to see which gifts have come in this week. All of my gifts are split gifts as we take a small percentage to go towards overheads. When the gift is split however the split amount is not shown on the query - the ...2
-
The RE Event App says everyone is PAID ....regardless if they have paid or NOT!!! Very confusing for Registration Volunteers.
The RE Event App says everyone is PAID ....regardless if they have paid or NOT!!! Very confusing for Registration Volunteers.0