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Tribute Descriptions - one wording to go to the donor, and one to go to the acknowledgee
On Honor/Memorial - one tribute but two description lines, one for donor and one for acknowledge: Tribute Description for merge to Donor - e.g. wishing Sam Jones a Happy Birthday. Separate line for merge to Acknowledgee - e.g. wishing you a Happy ...0
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Add constituent attributes by batch.
I have to manually enter a specific attribute to over 1000 constituents and it would be SO much easier and faster to be able to do this through batch. I am not able to do it through Global Change or Import because I have no way of identifying thes...3
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Being able to pull a query on Tribute Acknowledgee dates
Being able to pull a query on Tribute Acknowledgee dates (in a gift), i.e., pulling those constituent acknowledgees who made a tribute gift and were acknowledged on a certain date.0
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Allow us to match gifts in the same batch
Many employers are sending in their employee's gift with their matching gift attached in one check. You should be able to match the gift in batch at the same time, instead of having to go back after it is committed.0
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A Note Box on Indiviual Records Bio 1 Tab Similar to Org 1 Tab
The Note box on the Organizational Records on the Org 1 Tab is a nice feature. Why not put this on the Individual Records in Bio 1 right under the Phones/Emails/Links Box? This would be a nice place to eventually have profile pictures as well. Bu...3
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In OLX provide an option to create a donation form that just captures the donors new Credit Card # but does not charge it.
Many donors ask to be able to update their CC # on our website. If you can modify the OLX form with this option we could put this form on a separate page that has instructions on how to update their card without it being charged. In the background...0
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BBHS option to set "password never expires" in Administration and Configuration of RE
Site id 22206. BBHS option is being requested to that we can set "Password never expires" for users in RE. We would like to be able to do this in Administration and Configuration of RE database. Currently BBHS has this set to change password ever...0
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unable to export linked gifts from proposal node in export
When doing a constituent export, and exporting Proposal information to Crystal Reports, you have the funded amount field available from the proposal as well as proposal attributes/notes/and linked actions. What's not available is linked gift infor...0
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Include constituent code as a viewable field when using the Duplicate Constituent Management tool
I'm trying to use the Duplicate Constituent Management tool to clean up our recently-converted database, but it's useless because I can't see the constituent codes that are in the potentially duplicate records. We have a lot of fathers and sons wi...0
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Comments in query
I would love if it was possible to insert comments into a query, explaining why certain criteria was included. For example "The following OR statement was used to pull specific names per the President". Very typical to comment things in programmin...2