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Make the package a search field in query instead of free text
This will make querying on packages better because there is no chance for typing errors like there is in a free text field. And, if you don't know the exact package ID, you can search for the correct ID.1
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We would like to be able to export the Constituenct Code of the Primary Business information in a Constituent Export in RE
We have the option to display and export the Constituent Code of the Primary Business information in a Constituent Query which proves to be very useful. We started to use RE7's Export function (which is great to list only unique records) and we wo...0
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Checkbox for active constituency code
I have a list of constituency codes of which a lot are inactive, but it would be helpful to have the ability to view only the active constituency codes when creating running queries in the form of a checkbox or could this be linked in with the con...0
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To Globally change the notified user on actions
Various members of staff have recently left the organization and we would like to be able to globally transfer their created Actions onto other users within the organization.7
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PLEASE develop a Proposal export option
I need to be able to filter on Campaign, active/inactive, and receive output of only active proposals for this year (campaign), not sort through all proposals ever created.2
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When merging records show the Constituent ID beside the name
it would be helpful to also see the ID in the merge from/merge to fields after the name to esnure you are merging into the correct record2
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Adding a gift total in a gift query
When I do my deposit from checks each week, I create a gift query to show all of the checks and cash deposited this week. In order to get a total of the gift $ deposited, I have to export it into Excel first. It would be nice to have a gift total ...0
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Export only active assigned solicitors with end date blank
It sounds simple but not as simple as it sounds. When you try to export a certain list of donors including the ones with active assigned solicitors (end date blank), there is no simple way to do it without going through multiple steps including th...1
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Need pledge prompt when batching online gifts
When processing online payments in a batch, I would like to have a prompt notifying me of outstanding pledges just like when I'm manually entering gift batches. I don't always know who has made a pledge, therefore I don't know when an online gift ...2
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Reporting on years given...not consecutively
Everyone would benefit. We would like to provide some stewardship opportunities for have given for more than 20 years. Consecutively or non-consecutively. I have to use a work around to get the non consecutive number. This is so basic and the data...0