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Add a "county, state" field like you have "city, state"
We really should be able to query this way and not have to do a crazy series of or statements with dozens of parenthesis. I should be able to do analysis this way, such as run demographic and statistical reports without having to pick either count...1
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I am really upset that the Address Sharing option has changed. I would prefer that the address sharing back to the 7.93 set up.
When adding a new address and saving it. the pop up box should ask do you want to change the Spouse address also. computer no longer asks this question and now we have to open the spouse record and add the new address. This is double work. Please ...0
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query lists
It would be nice if the query list that is created from a dynamic query would include the same output fields and sorting that the original dynamic query has. When I create a query list from a dynamic query, it is sorted in no particular order and ...1
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Add a business rule for matching gift organization relationships
The decision to automate matching gifts to constituents related to a matching gift organization causes more work and oversight. It would be helpful if this feature could be turned on and off from the business rules, this way we are not constantly ...0
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Prevent address attributes from copying to a new address
When a I copy the preferred address to an alternate and then add a new address, I do not want the attributes to copy. The attributes do not apply to the new address. This is causing additional steps to have to go delete the new attributes.0
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Actions cannot be automatically generated when adding gifts.
I'd like to automate stewardship steps with deadlines as the gifts is entered. These could then be forward to appropriate staff person/solicitor by email or outlook entry. Ideally this could be automated by gift level as well. ie if a $1,000+ come...0
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ConnectRE
Hello, It would very helpful if sibling relationship are synced when using ConnectRE. As well as Homeroom Teacher0
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summary i
When quering using summary information, summary for gifts and consecutive years giving; consecutive years giving should be able to recreate in the export module to produce same results column in export as in query. Otherwise you have to export tha...1
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sub fund
Add the option to have sub funds. We use all of the tabs for our funds but some funds are for similar purposes and we would like to group them together under one fund rather than adding more funds.5
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Lock or freeze a primary add/sal so that other users can't change it
We have multiple users who have rights to create records and edit fields including the primary add/sals. It would be great to be able to lock or freeze the add/sals so that another user knows it should not be changed without good reason. For examp...0