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Proposal Pipeline Summary does not offer solicitor filtering
Users would like to filter the Proposal Pipeline Summary report by solicitor. For example, would like to only include certain top-level solicitors, or certain types of solicitors.
Created 06 Apr 18:34 by Julie Hiland
0
2
Vote
I would like to have a way to find out if there are non-valid attachments to a media fiel
In the past, there were some of our employees that did not know the fact that if they clicked on the "link" box in the media file and the file was moved, the document could no longer be accessed. I would like to be able to get a list of those medi...
Created 27 Nov 16:29 by Guest
General
0
2
Vote
Return to where I left off after reviewing a full best practice blog
After clicking on an entry to read the full content and then returning to the main page, it takes me back to the top of the blog rather than where I left off. Scrolling through the list of comments is time-consuming and inefficient.
Created 27 Nov 14:34 by Leslie McGeady
Uncategorized
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3
Vote
Case sensitive recognition
RE is not able to distinguish between case sensitive copy as unique characters but rather identifies through content recognition. For example, if I am listing a Bio title in all caps and wish to list the same title in mixed upper and lower case th...
Created 30 Mar 19:46 by Guest
0
3
Vote
Customise 'automatically generate transactions'
When auto-generating Credit Card or EFT R/G transactions it seems to populate many unnecessary field - like cheque date for a credit card batch. I would like to be able to set defaults or customise which fields are auto-generated.
Created 27 Mar 03:41 by Guest
1
1
Vote
Downloadable "Previous Updates" After Performing Connect Raiser's Edge
It is nice to review changes that have been made to update anything further in the record that needs updating. I currently have to screen shot each page and save it.
Created 21 Jul 23:21 by Guest
Import/Export
0
3
Vote
BBNC Transaction Date
Recently our office has been processed large numbers of donations via NetCommunity for a certain appeal. I will be reporting the performance of this appeal and I believe the response time of donation would be a good appeal performance metric. Cur...
Created 25 Mar 04:58 by Guest
4
3
Vote
query fund name "begins with"
In Query, I'd love to be able to query on fund descriptions using "begins with." All of our endowed funds start with the same number and this would be much, much faster than pulling them over one at a time.
Created 23 Mar 22:45 by Carrie Sorensen
0
3
Vote
Export by membership program
Through a constituent export, I would like to be able to only export certain Membership Programs, but when selecting Program on the output tab, the list selection is the Categories list, not Programs list.
Created 20 Mar 03:49 by Guest
0
3
Vote
RE Duplicate Consitituent Management tool should not suggest spouse as duplicate
When I run the Duplicate Constituent Management, I often find someone's spouse suggested as a duplicate. It would be great if the system could realize that any record linked as a relationship is not a duplicate.
Created 20 Mar 23:14 by Guest
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