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Implement a Business Rule to automatically activate the pledge status after an adjustment
For years, we have been adjusting pledges and posting payments after the adjustment. After a recent patch, we had to add a manual step of changing a Pledge's Complete status to Active in order to Apply the Gift to the Pledge. Since our reporting r...0
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Families
Allow users to define "Households" or "Families" - we would love to be able to take multiple constituents and put them in a "family" so that changes to one (say, a constituency code, or a donation) can be credited to all in that family automatically.0
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Validation doesn't check Import IDs
I do a lot of importing and find it VERY frustrating that a file can make it through Validation, but then be rejected on actual importing because the Import ID isn't unique. I would love it if the validation verified the import IDs of all files (A...1
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On Gift Batch Commit screen - when users select option apply gifts to open pledges or recurring gifts,make these settings user specific
When committing a gift batch - there is a screen where users can select a few options such as Apply gifts to pledges or recurring fits automatically - print the commit report, if there is rejection code to not commit the gift etc. When any user se...3
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Change the order of comparison reports: select your report periods before you select your gift types
The biggest mistake people make in reports with multiple time periods is only selecting the gift types for the first time period and not the others. If you had to select the time frame first then go on to do gift types then the period name shows a...0
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Add Pivot Reports to Queue
Currently pivot reports cannot be included in queue and must be run manually through the pivot reports tab each day.0
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Being able to access the RE iPhone app using fingerprint password instead of typing it manually.
Being able to access the RE iPhone app using fingerprint password instead of typing it manually.0
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Overwrite information in Attributes that are marked "only 1 per record"
I would like the option to overwrite existing data in an Import where an attribute is marked "only 1 per record." I am putting in consecutive number of years given as of a certain date. The following year if they give again, I would like to change...1
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Allow entering 4 digit credit card numbers in batch
Add back the feature to place 4 digit credit card entries into a donors record. I'd like to suggest revisiting the entry of 4 digit credit card numbers when batching and having them integrated into the donors record. I see that a decision was made...3
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Have a preview available before committing to a global change
Have a preview available before committing to a global change. This is available in EE, and has kept me from making a mistake that is hard to undo easily.0