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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
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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
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
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
Letter code option under Gifts should be removed
There is no longer a purpose for the Letter codes in Gifts now, as we are no longer able to merge our word documents when tax receipting.
Created 20 May 22:31 by Guest
Gifts
1
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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