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Media Tab - a way to see if a document is linked or embedded. And if linked where it is linked to.
Just now it is impossible to see if media has been linked or embedded once it is on the record. It would be idea if you could view this. This would save accidental unlinking of media and allow us to monitor if people are correctly embedding rather...
Created 03 May 10:33 by Guest
General
0
4
Vote
requests no mail
When merging constitutents via the Duplicate Constituent Management Tool, it would helpful to see in the summary panes if the constituent has requested no mail. The only way to see that information when merging is to open each individual record.
Created 16 May 22:03 by Guest
0
1
Vote
Allow for event registrations to be default split amongst pre-determined funds/appeals
We do four major events a year. As a way to increase sales, we would like to allow for a single purchase of the four event tickets, then split revenue based on a specific amount when approving the batching. This way - a staff member does not have ...
Created 31 Mar 13:53 by Kelly Hunter
Events
0
3
Vote
If donation not applied to pledge you can unpost and link to pledge but if linked to pledge you cannot make donation just a cash gift and not a pay-cash.
If linking to a pledge just unpost and you can link together but if the reverse is the fact you must unpost, zero down donation and re-enter being sure to back date, this is a big pain and production.
Created 26 Apr 23:11 by Guest
Gifts
0
3
Vote
Add an undo button
I really wish there was an easy undo function when designing email message blasts.
Created 25 Apr 17:48 by Guest
Online Express
0
4
Vote
Dashboard - Make all types of queries available for dashboards, especially constituent queries.
The various categories of dashboards allows using most types of records and related queries except Constituent. We should be able to take any query and show it in a dashboard.
Created 07 May 19:05 by darrel giesbrecht
1
4
Vote
make it possible to set up user rights for phone numbers to permit ADD and EDIT without DELETE
working through this as a case with support, I understand that EDIT includes both ADD and DELETE. Would like to see EDIT, ADD, and DELETE all separate.
Created 07 May 17:07 by Guest
1
4
Vote
In Batch to have a view only option so fields like the constituent ID can't be changed by details inadvertently entered.
We experienced a situation in batch where a constituent ID was replaced by a fund ID in the batch and upon posting of the batch, the constituent ID was then changed in the database. If certain fields could be marked as view only, it would prevent ...
Created 01 May 17:57 by Guest
1
4
Vote
tally by city
In Demgraphic and Statistical Reports, please enable tally by city. Better yet, allow selected fields to be added or removed from certain reports. Then I can go into config and add it myself if I want to.
Created 30 Apr 19:53 by Guest
2
1
Vote
Add State abbreviation (short description) as an option in Query Output.
For mailing purposes. would prefer two separate fields rather than the "City, ST" option that uses the short description for the state.
Created 28 Mar 13:28 by Guest
Mailings
0
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