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3
Vote
Auto-Populate Category Field on Import of Timesheet in Volunteer Module
My specific issue involves the volunteer module. I setup Jobs with the Category field populated. When manually entering a new Timesheet I enter the Job, Date, and Hours with the Category field automatically populating due to the linkage of the Job...
Created 13 Apr 18:59 by Guest
Import/Export
1
3
Vote
Option to customize title of Gift Batch Validation Report
Currently there is not an option to customize the title for the Gift Batch Validation Report. It would be great if we could change the title of this report.
Created 13 Apr 14:57 by Guest
General
1
4
Vote
globally changing Adjustment GL post date
Add the ability to globally change unposted GL Post Dates for adjustments. When RE gifts don't post to FE, we need to group them together for posting purposes.
Created 21 Dec 02:14 by Guest
0
3
Vote
See list of recipients of email in Online Express
Having a problem with my intended recipients. Not all of them are loading from the RE query to Online Express. I cannot see whose addresses are missing in Online Express until it is already sent. None of them are marked with an opt out or do not e...
Created 11 Apr 12:49 by Guest
Online Express
0
4
Vote
Pledge payment dates earlier than original pledge date
In RE Batch, it's now possible to enter a pledge payment date that is before/earlier than the original pledge date. This needs to be blocked somehow through Business Rules or elsewhere.
Created 19 Dec 00:55 by Guest
3
3
Vote
Have a receipt type setting on the recurring gift that overrides the constituent receipt type for recurring gift - pay cash payments.
We want to be able to consolidate receipts for recurring gift payments, but should a donor make a cash gift to on our our appeals then in most cases we want to receipt and acknowledge that at the time. Most but not all donors would like this - som...
Created 10 Apr 21:13 by Guest
Gifts
0
4
Vote
Tech Support Module Experts
Have module experts for the specialty modules such as tributes, events, etc, on the tech support staff. I would happily join a cue to speak to someone who has particular expertise in a module.
Created 18 Dec 20:23 by Guest
0
2
Vote
Allow GL Codes to be imported when importing new funds
For clients with many funds (specifically for clients who raise money for many different agencies), we need to be able to simply export all of the funds from one year and update the year on them, and then import them back in as new funds. The GL c...
Created 01 Aug 14:11 by Philip Weaver
Import/Export
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3
Vote
I think it would be very helpful to be able to sort a query list by last name or sort key. There are a limited number of fields that are avialable in a query list, and last name or sort key are not options. Name is, but that sorts by the first name, which isn't helpful to me.
No description provided
Created 08 Apr 17:56 by Guest
Query
2
2
Vote
One report to show cash in hand and projected cash
It will help us if you can develop a type of report that will enable us to export in one file cash in hand and projected case. It will make our life easier, we don't have to pull two separate reports., and integrate them into one report
Created 31 Jul 16:17 by Guest
Import/Export
0
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