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Expand Query Summary Info - Allow All Tabs To Be Summarized
Add Media, Notes, Addresses, Relationships, and Prospect tabs to be summarized just like we can summarize for Gifts, Honor/Memorial, Actions, Appeals, and Event Participants.
Created 19 Apr 16:12 by Guest
Query
0
4
Vote
Planned Gift frequency
I have several planned gifts that are being realized over several years' time. One pays out yearly, but I have another that is giving monthly gifts. My CEO would like to know the number of installments we expect to receive and the number of instal...
Created 18 Apr 17:25 by Denise Hawks
Gifts
0
3
Vote
Make Class of available in Mobile Event app
It would be very helpful to see the name and Class Year when checking people in at an Event via the Mobile App
Created 08 Oct 19:28 by Serena Livingston
Event Management App
0
3
Vote
Ability to see multiple events a participant has registered for in a Grouped Event
This functionality would enable us to provide better customer service on the day of event to answer the question, "What else did I sign up for?"
Created 08 Oct 12:09 by Serena Livingston
Event Management App
0
5
Vote
Registration of organisation relationships
It would be great to add contacts of organisations as guests to Events. Currently, the contact has to have its own record to do so, which can lead to duplication of information. Any ideas?
Created 16 Oct 11:57 by Guest
0
3
Vote
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...
Created 04 Oct 14:48 by Guest
Online Express
0
5
Vote
copy and paste
highlight, copy and move a large group of queries into a newly created folder (rather than one by one)
Created 15 Oct 21:46 by Guest
1
5
Vote
Add "SMS" an an option on the Pay Method drop-down
With the increasing use of Premium SMS as a payment method, it would be useful to have "SMS" as a pay method option along with cheque, cash, direct debit etc.
Created 10 Oct 18:55 by Guest
1
4
Vote
Ability to Import Phone Comments and Phone Dates
Neither of these fields is available to import when updating phone information. After phonathons we get a file of all the invalid phone types and do an import to change them to the appropriate Former type (e.g. Former Home, Former Cell) and would ...
Created 05 Apr 18:15 by Guest
Import/Export
0
5
Vote
view spouse add/sal on record
When in a record on the address tab, you can select to view or hide the spouse's addresses. I would like this ability also on the addressee/salutation tab. It is our expectation that the primary add/sal for couples is the same on both records but ...
Created 09 Oct 00:03 by Guest
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