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one pager - or cheat sheet for finding ResearchPoint fields in RE: query
one pager - or cheat sheet for finding ResearchPoint fields in RE: query having a sheet to refer to would really help the end user when creating a query with data from Research Point - especially some sort of reminder of the "older" data vs the "n...0
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ability to set a criteria rule for pulling selected soft credits
would be useful to have a criteria or rule in queries/reports where we can use the function of soft crediting for selective circumstances when other conditions apply. For instance Year End Donor report should be able to pull the spouse's donations...0
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Send an RE user a notification when their guest/prospect/donor checks into an event via the RE events app
development officers want to know when a prospect or donor has arrived at large events so that they can be sure to connect with the person of interest.0
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Most Recent Event Attendance
I would like to be able to export most recent event attendance0
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template for export for letters
When I create new thank you letters for each event, I have to pull the fields each time even though they are identical or nearly identical to other letters. It would be nice if I could have a template of frequently used fields (not favorites!) so ...2
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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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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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Be able to export a particular addressee/salutation or a BLANK.
We use addressee fields for recognition. I.e. Additional Addressee type of Publication Listing, or X Campaign Publication Listing. But I can't export ONLY That. I want to see (along with other data) who doesn't have this publication listing. My pu...1
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Business Rule for Tribute Gifts
We have instances when our tribute gifts have business rules that need to pop-up during query. An annotate can be added to the record, but that is not seen when entering a batch. I believe that this would be a benefit to everyone.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