-
Color Coding Query Results
Would love to be able to color code type of actions, gift types, Appeals, etc. within a query so that when its downloaded the colors show when downloaded into excel. This would be very helpful to our organization because we download donations week...0
-
Globally delete tax declarations
It's currently not possible to globally delete tax declarations, however this would be handy in case of import errors.0
-
More ability to make manage Aliases
I have often been frustrated by the inability to make changes - either via import or globally - to the Aliases in RE. I have a situation where sort names were put in as aliases on organization records. (Don't even get me started on use of the sla...1
-
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.0
-
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 ...1
-
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.0
-
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 export1
-
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". ...0
-
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...0
-
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...2