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Flexibility in adding membership categories
When member benefits change for the same level and the name of that level changes, one must click "upgrade" or "downgrade" which renders the comparison report or other canned reports useless.0
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Click and drag feature for letters
clicking so many times to move one letter up a list of 35 isn't helpful. Need the ability to click and drag in config letters section -
When exporting split gifts, allow for each split portion's campaign description to be exported
If a gift has been split into 3 parts, with any 2 parts having the same campaign ID and description, RE only exports the unique campaign IDs or descriptions, not repeated ones. For example, if a gift was split into 3 parts with $100 in campaign #...0
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Populate Event Participants from a Query List or Constituent Batch
Often, I need to populate event staff. Would it be possible to upload them as event participants from a single upload or Query List?0
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Add business rule to a specific fund.
We would like to notify specific donors when gifts have been made to their funds by somebody else other than themselves. If a business rule was available for specific funds, we could have a pop-up appear during gift entry (batch) to let the data e...0
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RE Report With Specific Ratings Fields From The Prospect Tab
I would like to be able to generate a report where I can list the amount that a person donated last year and then include several fields from the Prospect Tab (RE Database View) in the Ratings section. Specifically, I'd like to have a report that ...0
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Ability to hide unused search dialogue boxes
The search constituent screen gives us plenty of boxes to choose from. However, why can't we hide them if not used or from security point of view? Example: search credit card no - I would like to hide this - ideally only give this to a particular ...0
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Allow "Head of Household" to be assigned to individuals without a spouse
We have a number of divorced parents in our database (we're a school). One of the parents is not really as involved as the other. It would be helpful to be able to make the mum or dad who IS involved, the Head of Household, so we could count or se...1
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Total Giving on prospect tab should be able to correctly sum both unrealized and realized Planned Gifts with one default setting
We'd like to be able to set up one default for the Total Giving field on the prospect tab but it either double-counts Planned Gifts and the cash payments toward that Planned Gift or, if we remove Planned Gift from the default gift types, it exclud...1
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Add Event fields to be able to merge in Donor Acknowledgement letters
Be able to merge fields in to your thank you letters like a sponsorship level or how many seats they have at an event.0