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Add Contact on Gift Records
Currently there is no way to identify which contact at larger organizations was the point of contact for a specific gift and therefore we cannot send acknowledgement or follow up correspondence to a specific individual. I would like to see a cont...
Created 25 Jun 17:04 by JP Provencal
22
Reviewed: Voting Open
291
Vote
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
254
Vote
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
252
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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
130
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Allow Consent records to be exported
We may want to analyze our consent records by exporting a query and including consent information for each record.
Created 18 May 21:24 by Guest
Import/Export
33
Reviewed: Voting Open
221
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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
237
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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
202
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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
214
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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
203
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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
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