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allow access to hard coding in Online Express email marketing
OLX email marketing is extremely clunky and difficult to use. I understand it is a drag and drop idea but when things don't line up correctly, it makes it nearly impossible to have your marketing piece look nice. For those that know coding, it wou...0
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auto-clearing the quick find after each search
When I'm using quick find repeatedly to look at multiple records I find it tedious to have to highlight and delete the last name I searched over and over. It would be awesome and kinder on my mouse hand if there was a user option that clears the f...0
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Cash Flow Projection Report that Analyzes Events and Appeals rather than Constituents
Right now we have to do our projections in Excel because the Cash Flow Report in Raiser's Edge currently only projects the amount of income for a future date range based on recurring gifts and pledges of Constituents. What would be more useful to ...0
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Selecting any constituent changed from query
Need the ability to select any constituent whose record was changed since a particular date. This would be expanded capability beyond the current field constituent last changed date, to reflect changes or additions to any record for a constituent ...1
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Gift Summary and Detail Report should be able to show phone AND e-mail
It is a super useful and quick list to send to 3rd party groups or different locations - but they often want both phone #s and e-mails, and the report forces you to choose one. Which means having to create an Export, one more step...0
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Attended Event Column
Recently I was trying to create an export or report of people who had attended our three related events over the weekend. There didn't seem to be any way to get a column per event, and a single row per person. Instead it would list each person for...0
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Address Accelerator City
We have a nearby city called Macomb but Address Accelerator changes it to MacOmb when the address is validated. At present there is no easy way to prevent or correct this. It would be helpful if an "exceptions" option would be added to Address Acc...0
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Run several queries at once in a batch file
It would be useful to be able to have a batch file which contains multiple queries or exports - for instance if you want to export both constituent data but also their gifts and memberships and attributes etc all in one go without having to run mu...0
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Have the ability to merge queries for e-mail recipients in OLX.
This would be useful to quickly filter out constituents from your main email list without having to set up the queries outside of OLX and relying on a static query for your list which would have to be updated before each use. It would be a quick w...0
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Exporting links between recurring gifts and payments
We need the ability to export links between recurring gift pay cash and the master gifts. Two fields that would be very helpful would be (while exporting pay cash) the master recurring gift appeal/campaign/fund, and the master recurring gift impor...0