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Add 'Favorites' Option to Export
Query tool has a 'Favorites' section for commonly used fields. Please add a similar feature to Export's Output tab so commonly used fields for exports can be added quickly and easily.0
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Adding IBAN and BIC to the list of fields which can be defined as required for financial information
At present, the fields Account Name and Branch Name can be configured, including the option to make them required. In the Euro zone, we no longer have accounts and branches but rather IBAN and BIC. We would like to be able to handle these in the s...0
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Shared Constituency and Dates
It would be great if I could put a Constituency and date on one parent's record and have the option "share with spouse/partner". It would be even better to have shared/linked constituencies (for example, a grandparent or parent constituency could ...0
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Allow Global-delete of select Packages based on query results
I am not able to globally delete Packages (under Appeals) based on a query in RE, NXT or Sky API. I need to delete about 8000 packages from one appeal. I tried Global delete, Sky API and Blackbaud Support. Support investigated and confirmed there ...1
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When recording stock details allow additional decimal places in the Median price per unit field.
When acknowledging the median price for stock high and low, being able to record a more exact value in the Median price per unit field on the stock gift record will allow more accurate recording of the value. The field could also then be utilized ...0
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Create new query field called "Second-to-last-gift"
Currently in query and export, there exists a field for Last Gift. Sometimes at our organization, the last gift isn't necessarily helpful (i.e. Gift-In-Kind, Event Ticket, etc.) when we're specifically looking for general donations. It would be he...1
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Volunteer Module: Mandated Hours
Currently RE assumes that someone completing Mandated Hours will only ever hold a single "mandate". So if you have someone who comes to your organization multiple times (think Practicum Hours for graduation or repeat young offenders) there is no w...2
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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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Consent for relationships
We have multiple relationships in organisations and some of the relationships only like to be communicated in certain ways. It would be ideal if the consent button was added to the relationships as well. The relationships will never be full reco...1 Will not implement
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I think that you should be able to import batches or at least have Batch number as a field in the import file.
I think that if you have a spread sheet you should be able to use that to import all the gifts in as a batch.0