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Update action status after merging mail followup letters.
I create actions as pending with action tracks so they can be picked up for letters and emails. I want to update the status to completed, and mark the completed box when the Follow-up letters are run from mail. Currently I change an action attribu...
Created 18 Sep 04:18 by Catherine Burns
Mailings
0
3
Vote
Populate authorization field when direct debits are processed
The authorization field does not get populated when processing direct debits thru BBMS. Hard to know when the gift has been authorized.
Created 19 Jan 19:16 by Guest
0
3
Vote
add a report category to this idea bank
Why are report related ideas sorted into the "General" category when we have unique categories for dashboards, gifts, email, and other tasks that are at the same "level" of the software as reports?
Created 17 Jan 05:07 by Guest
1
3
Vote
linked media
Media Instead of having the path hidden and having copy the path into the text simply have a hyper link options, even if broken it makes it easy to see where the path was. Also would aid correcting any lost files.
Created 16 Jan 15:15 by Guest
0
3
Vote
It would be great to have the same feature as greater giving pre-swiping option
it would be great to have donors pre-swipe their credit cards with a zero balance and then charge their cards post event once reconciliation is complete on all giving opportunities throughout the event - so there is only 1 charge to their card vs....
Created 15 Jan 19:43 by Guest
0
3
Vote
Would like to be able to query on multiple tribute types
I'd like to be able to query constituents with more than one tribute record - specifically to be able to see who has 2 in memory of tributes on their record
Created 15 Jan 22:33 by Guest
0
3
Vote
add permission to query categories
Create a security category option to the folders area within query to provide confidential, restricted use.
Created 14 Jan 23:15 by Guest
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2
Vote
Add Import ID for every single field
This will add the ability change/update data in any part of the database and will be a major help in data management and clean up process. For example, Alias does not have an import ID, which means any change would have to be applied on all Aliase...
Created 14 Sep 16:05 by Mansoor Niazi
General
0
3
Vote
Allow for other Query types to be used in List in RE Mobile
It will be beneficial to allow other query types like Gift queries to be used in the List section of RE Mobile.
Created 13 Jan 02:36 by Guest
0
3
Vote
Print organization relationship address on honor/memorial tribute letters
When an honor/memorial tribute recipient designates an organization to receive acknowledgments, and that organization only exists as an organization relationship within that honor/memorial's constituent record, that organization's address will not...
Created 12 Jan 22:02 by Guest
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