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social security number
Social Security numbers can be seen on individual relationship General 2 tab: even though we can hide the field on a constituent record or limit the view to the last four digits, that same social security can be seen on a relationship record on Ge...2
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Mobile App for Membership
I would love to see a mobile app for use with the new MobilePay products, similar to the events app, but geared toward selling memberships. We sell a lot of memberships via iPads at events, and it would be lovely to have the ability to have it lin...1
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Add more detail to Comparative Reports
I would love to be able to add additional columns to a Comparative Report, such as the gift fund, gift date, etc. from each year.0
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2 Improvements for the Event's App for iPad
After a recent event with near 400 registrants, the iPad app failed to be useful in two way's, but it's probably and easy fix. We can't be scrolling through a list of hundreds of registrants, and the typing in of names seems like it's not optimize...0
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Add Contact Types to OLX messaging
The ability to choose which Org Contacts to include in Mail has been a terrific feature. I use Quick Mail all the time to create exports of mailing data for individuals and selected org contacts in one Export. This same ability to select Contact t...2
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I would like to Query events by Event ID or Event Name
QUERY and/or EXPORT events by ID or Name, as well as number invited to/registered for/attended, within specific time range (ex. # Attended within last 5 years, or Attended several different specific event IDs or Names). Right now we have to look ...0
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I would like to be able to see a history of who and what changes have been made to a RE constituent record.
No description provided0
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Allow for matching gifts that are not mg pledge payments
It does not make sense to enter the all matching gifts as pledges. For example, if a constituent makes a gift at an annual luncheon in March, and a matching gift unexpectedly arrives six months later in the next fiscal year, the gift should be boo...0
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Allow other gift amounts, add editable label
When creating a donation form in Online Express and selecting the "Allow other gift amounts" option, the display label for the field is "Other". It would be nice to be able to edit this to a more meaningful value of our choosing.1
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Event Module: Ability to add to Invited? Table
Would like to be able to customize the Invited? section of the participant record to include "Applied" -- some of our events have an application process which we would like to caputre without having to use Participation / Status.0