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3
Vote
Export the newest largest gift when there are multiple gifts with the same amount
The largest gift amount exported through the Export module is the oldest gift if there are multiple gifts with the same amount. There is not an option to export the newest largest gift. We have gifts going back over 40 years, and it is ridiculous ...
Created 06 Aug 21:49 by Guest
1
3
Vote
Add Tribute Import ID to query output
When running a query for deceased records, it would be really useful to have the Import ID as an output field rather than run it as an export
Created 05 Aug 12:07 by Guest
1
3
Vote
Enable "contains" searches for lookup fields
The "Course Name"/"Subject of Study" field is a lookup field, if we want write a query to find everyone who did, for example, a law-related degree we need to do a "one of" search and then manually select every value that contains the word "law". ...
Created 05 Aug 17:00 by Guest
0
3
Vote
Spouse as a relationship automatically become individual constituent when marital status changes to divorced
I have a constitutent record and a spouse is listed as a relationship only. When this couple changes marital status the notes, gifts, etc. do not carryover to the spouse record that I now want to have listed as their own constituent record for tax...
Created 30 Jul 17:58 by Guest
2
3
Vote
Add an Inactive Date to Bio 1
Add an Inactive Date to 1 which will enable reports on donor acquisition and life time value
Created 29 Jul 14:13 by Guest
0
3
Vote
More customization available for Duplicate Constituent Management.
It would be helpful if the user could specify what the output was in the Duplicate Constituent Management Tool. For example, our procedure is to make any record containing a Recurring Gift the master. To be able to see that in the snapshot/side-by...
Created 28 Jul 17:53 by Guest
0
2
Vote
Add Package ID as an Export filter
It would be super helpful to be able to filter by Package ID when exporting gift information in a constituent or gift Export. Currently, you can only export by Campaigns, Funds, Appeals, & Query. Thank you.
Created 24 May 19:36 by Guest
Import/Export
0
2
Vote
Add ability to mark Attended when using the Grouped Event Registration Wizard
I prefer defaulting people as attended until after the event, but I cannot mark people as attended when I am using this wizard.
Created 23 May 19:31 by Mark Boehme
Events
0
3
Vote
In export be able to focus on events by Name or ID instead of Type
With a Constituent export, there needs to be a way to add criteria to Event when outputting data so the user can select what event IDs (and related information) they desire in the output.
Created 24 Jul 16:58 by Guest
0
2
Vote
Increase value limit when using One Of operator
Sometimes I need to be able to pull a query based on a unique value that may include more than 500 values. For example, I have a list of students from a specific time period that was provided with student ID numbers (not constituent IDs). I copy/p...
Created 21 May 20:21 by Gwen Williams
Query
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