-
Export Primary Phone in participant exports
An option to give primary phones preference in exporting would be helpful in a participant export. We have several who attend our events who would rather we contact their cell, while others prefer a call at their business. The primary check box he...0
-
Online Express - Allow Long Descriptions in "Province"/"State" dropdown on donation form
Currently the donation form in Online Express only allows for the Short Description to populate the dropdown menu for the "province" / "state" field. This can be very confusing for donors - especially for foundations like us who have donors in bot...0
-
Autoduplicate check for adding participants as constituents
Add duplicate checking functionality when adding participants as constituents.1
-
Query Organization - Increase Screen or Drag & Drop
I currently have over 800 queries to sort through from YEARS of inefficient organization of my predecessors. I'd love to be able to view all the columns in the "delete multiple queries". Right now I have to scroll right to see any details. Also, b...0
-
"Fix" Matching Gift Company name to merge into letters
I am creating a donor thank you letter for a matching gift, sending the letter to the original donor. I have everything set up, except I cannot get the Matching Gift Company name to merge into the word document. Any suggestions?? 11:15:04 AM [Sara...0
-
Use custom HTML in marketing email builder
We currently do not use the Marketing Email builder, as it is not sufficient for our needs, but build our emails in MailChimp and use Chimpegration to sync the RE database with our mailing lists. This is not ideal though as it is a pain to maintai...0
-
Add "open file" button after export
When I've just exported a file from Query or from Export it would be FANTASTIC to have a "view file now" option in the pop up that tells me how many rows were exported. Similar to after a file has finished downloading, there is an option to view t...2
-
Hide Inactive Attributes on Records
I would love the option to hide inactive Attributes (Appeals, Notes, Events, and Actions, too, actually) when looking at records. Sort of how in some places there is the option to show/hide inactive entries in tables, but make it a user setting fo...2
-
Data Enrichment Results Report to include both Name and Constituent ID
It would be very helpful to have both the Name and Constituent ID on the results report from PhoneFinder, DeceasedFinder, EmailFinder. Three of the four reports show the field header with the description Name/Constituent ID but the ID is not popul...0
-
soft credit
Expand export fields for the soft credit recipient to include the typical constituent data: bio, alum, constituency, solicitor, summary fields, etc. Thanks!0