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Add a comment field for constituency codes
Add a comment field for constituency codes to allow for more defined infomation
Created 21 Feb 21:33 by Karen Hartt
29
Reviewed: Voting Open
251
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Cleaning Code Tables
When cleaning a code table which has a lot of entries in it, it would be really helpful if it didn't jump back up to the top of the table once you had cleaned one entry.
Created 05 Nov 18:42 by Guest
8
Reviewed: Voting Open
249
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Make Proposals a record like gifts that can be exported and queried on individually.
Sometimes you need to export just specific proposals or run reports on specific proposals. Currently, when you export proposals, you have to export all proposals related to a constituent.
Created 18 May 19:24 by Guest
35
Reviewed: Voting Open
234
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Being able to sort query results by clicking on the column headers.
It would be handy to be able to sort query results just by clicking the column headers. I would also like to be able to sort search results this way.
Created 05 Nov 11:48 by Guest
8
Reviewed: Voting Open
219
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Event Module - Link Non-Constituents
The ability to link existing non-constituent relationships into the Event Module would be a great help. Currently, we have to link the account holder and then manually add/type/copy the non-constituent spouse or relationship over if both are atten...
Created 11 Oct 16:21 by Guest
2
Reviewed: Voting Open
211
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Create labelling consistency in Query and Export
In the different Query and Export types fields often have different labels. "Amount" vs "Gift Amount", etc. Often these are different when viewed in the left panel and then moved to the right. The labels (not the field names behind the scenes in t...
Created 31 Jan 17:46 by Guest
11
Reviewed: Voting Open
201
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Change "Mark Letters as Acknowledged?" to after the merge/export is completed and can be proofed.
I want to be able to proof the Acknowledgement Letters (and other mail output) BEFORE I commit to marking them as completed. Currently I have to do every run at least twice.
Created 11 Feb 20:15 by Guest
18
Reviewed: Voting Open
201
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Add all fields to query list
Add all fields to query list for inclusion, not just the few available today. Definitely need all addresses, adressees, phone numbers and emails to do any kind of useful list. Also need consituent ids and attributes.
Created 02 May 17:19 by Guest
39
Reviewed: Voting Open
195
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Search for constituents *and* non-constituents from the Constituent Search window
Most of our duplicates seem to arise from a new constituent being added when that person actually already had a non-constituent entry somewhere in RE. For instance, a new donor who was listed as having a non-constituent relationship with an employ...
Created 23 Apr 20:00 by Nicole Holt
13
Reviewed: Voting Open
186
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Share Action with Individuals/Foundations
It would be great to be able to share, like a soft-credit, an action from one constituent to another. Otherwise you have to create duplicate actions. Examples would be share spouse-to-spouse or foundation-to-individual etc
Created 11 Sep 22:44 by Guest
37
Reviewed: Voting Open
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