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Move one action at a time to a different record
I would like the ability to move an action from one record to another. Merging actions only works if you actually want to bring ALL of the actions over the other record. In some cases (with records that should have been separate to begin with), it...2
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Is it possible to globally add papersave document to actions?
No description provided0
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Constituent's Birthdays will pop up on our dashboard if it's their birthday that day
That would help us send birthday cards to our constituents, rather than pulling a query and manually entering it.2
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AddressFinder - include change of County
AddressFinder does not change the county when adding a new address. This means we have to go back into each record that was changed and click the Address Accelerator to update...thousands of records! If the AddressFinder could incorporate Address ...1
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Identifying Why One Cant Delete Record
When one is trying to clean up one's database, deleting certain Appeal, Fund or Campaign records may be helpful. Currently, if that "certain record" is found ANYWHERE in the system, it will not allow you to do it -- understandably. My question is ...1
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Add a Way to Request a # of Volunteers for a Job
When I create a Job in RE, I want to let my Volunteer Coordinator know how many volunteers I need for that Job. Specifically, I'm working on event volunteers, but it would be useful for any volunteer opportunity.0
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Preview validation report in recurring batches for pledge and RG payments
One can preview the validation report for any batch. However, in a recurring batch, one cannot see whether or not the gift is being applied to a pledge or recurring payment. Adding this feature to recurring batches would be helpful for checking re...0
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Parentheses Indicator
It'd be good to have some indicator for whether or not parenthesis are being used for a Query field, such as the button appearing to be pressed-in if it's already in use. For longer fields (such as long sets of "One of" criteria), you cannot tell ...0
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Volunteer
There should be a way to query Volunteer hours by a year and be able to add it to a report. For example: I want all Volunteers that did 50 hours or more in 2012. There is no way to do it without exporting out quarterly. That is also due to RE rest...0
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Sort Order
Be able to have the sort order in Reports and Dashboards to reflect our configuration sort. Case 11632283 lists the full detail of what is being asked. The expected outcome of any Dashboard or Report would be that the table stays intact, not reshu...0