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Automatically add the canvasser of a record as the canvasser of an action
It would be useful if the constituent canvasser was automatically made the canvasser of an action (particularly when sending emails). This would save the fundraiser having to enter themselves as the action canvasser each time. It would be useful i...0
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Not A Duplicate tags should be removable manually and should remove automatically if the address changes
Just now Mark Smith, 1 Scotland Street appears in the duplicate report as a potential duplicate to Mark Smith, 2 London Road and the database administrator marks them as Not A Duplicate because of the different address and lack of info to know whe... -
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... -
For list of available fields in constituent global change, just show category headings
Do not have every field listed in the window. Set it like query and export where you open the category to see available fields. Having to scroll through or close top categories to get to biographical fields is irritating.0
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Show seasonal addresses on Bio 1 when a donor is at their "winter" address.
You don't have to check the address tab to see if someone has a winter address.0
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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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Add pay-cash gifts to the Honor/Memorial - Gift Details
When a large amount of tributes are given in an Honor/Memorial, the Gift Detail Total Amount is not correct because it does not include pay-cash gifts. Total number of gifts is correct, but dollar amount is not correct. When a fundraiser wants to ...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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Option to export stats for multiple emails
It would be helpful to have a way to download statistics of all emails sent this year to analyze our strategies. As is, you can only download info on one email at a time and then copy, paste, and reformat all of that into a single spreadsheet one ...0