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receipts
Allow same option as Addresse to Soft Credit Recipient to format same addressee for the letters
Created 18 Mar 00:52 by Fariba Ferdosi
2
4
Vote
mobile app
Would love to be able to run reports on mobile app usage ... i.e., which users are logging in, when, how much time are they spending, etc.?
Created 18 Mar 00:47 by Guest
2
4
Vote
mobile
Access Education Relationships on RE Mobile App Is there an opportunity to add the function of being able to drill down into the education relationship. The current listing of “School and Class Year” is not used by us, so the Mobile App doesn't le...
Created 18 Mar 00:22 by Christopher McFarlane
0
5
Vote
Include Appeal Notes in the Mail Acknowledgement merge file.
I believe we could use the Appeal Notes field to create very specialized letters. We could include a special block of text in any appeal file and that block of text could be used in the acknowledgement merge file to make our letters "custom" lette...
Created 30 Dec 21:00 by Guest
3
4
Vote
IMPROVE THE EVENT MODULE
1. If Sponsors are a distinct category in the Event module, then they should be a viable option through OLX. As it is now, only registrants can signup online. So a Table sponsor....with a table sponsor price point available online...is imported as...
Created 16 Mar 00:49 by Guest
0
3
Vote
Ability to export only City and State for Name Tags
We create name tags for our event attendees and want to include city and state on the name tag. Currently, the address is all in one block. Address lines 1 and 2 and the zip code cannot be eliminated. Even if the name tag information is exported t...
Created 01 Jun 15:58 by Darlene Wolf
Events
0
3
Vote
Timeline should include soft credit gifts
The time line is not as useful for tracing the connections between actions, event, appeals and giving if we are not seeing soft credit gifts. About 30% of our donors give through a foundation and are soft credited. It would be nice if we could cho...
Created 30 May 23:41 by Rivki Raphaelson
Constituent record
1
2
Vote
Please add constituent Birthdate in User Group permissions as optional to be able to view or not
In this day of heightened security awareness, many consider Birthdate as a personal identification item, and there should be a way to hide that field for some groups of RE users.
Created 14 Aug 20:13 by Alan Leiter
Constituent record
0
3
Vote
Sort by date of last meeting
We should be able to use RE to build a query of all constituents, and sort them based on the date of their last physical meeting (not just last action, but last action of a specific type). My boss wants to be able to see who he's seen the most rec...
Created 23 May 21:44 by Guest
Query
0
5
Vote
Add Last Year-to-Date as a dropdown date selection option in Query, Export and Report
I often need to compare how we are doing this year against the same period last year. I'd like to do this automatically each month. Currently you have to update the date ranges using the 'between' operator each time. I'd like to be able to select ...
Created 11 Dec 01:13 by Guest
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