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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
1
3
Vote
change default to show active solicitors only
When adding a solicitor to a fund, have the default as showing only the active solicitors. Would rather not see all inactive solicitors and have to un-check the box every time.
Created 20 Mar 17:58 by Guest
1
2
Vote
Allow Head of Household Processing with Queries and Query Lists
In order for Query List to be useful, you should have the option to select Head of Household Processing or include both records. It would also be great if this option was available on Queries
Created 14 Nov 21:15 by Brooke Williams
Query
0
3
Vote
The ability to choose addresses for relationship organizational contacts
Large orgs often have multiple addresses. It would be much easier to be able to choose from which a multitude of addresses associated with the org for the contact as oppose to having to manually over ride it.
Created 16 Mar 17:41 by Guest
1
3
Vote
Add the option to filter educational degrees in Exports.
When I want to pull data for a specific degree, I shouldn't have to go and have to go and clean my output file to remove all the extra degrees. We should have a way to ouput the degrees in a specific order also.
Created 10 Mar 17:34 by Guest
1
1
Vote
It would be extremely helpful to have the "Total Given" section on a constituent appeal show in a query.
No description provided
Created 12 Jul 15:40 by Guest
Query
0
2
Vote
Allow a split gift to be applied to multiple pledges
We need the ability to apply a single split-gift to more than one pledge. For example, we have a gift of stock (sold) that needs to be applied to two different pledges.
Created 07 Nov 20:37 by Guest
Gifts
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3
Vote
allow multiple dashboards to be viewed on the dashboard page
It would be helpful to have the ability to look at multiple dashboards on the dashboard page rather than using the drop down menu to select one dashboard at a time.
Created 06 Mar 00:47 by Guest
2
3
Vote
Viewing relationship constituent codes
I think it would be very useful that the relationship records in a constituent record would include their constituent codes. For example, I am on John Smith's record, I go to his father's record in the relationship tab, when I go to the relationsh...
Created 06 Mar 21:44 by Guest
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