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Make Event Forms more Customizable in Online Express
I should be able to re-order fields in Event Forms the way I can in Donation Forms. I should also be able to choose for myself whether the form appears all at once, or as you add info to it. I should also be able to customize it to the needs of my...0
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Add "Confirm Email" field to Online Express Event Form
When someone registers for an event through our website, we want them to have to type their email address twice to confirm that it is their accurate email address. I realize I can add this as a participant attribute, but that appears at the bottom... -
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.0
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Make Constituent Giving History report sortable by total gift amount
Or allow it to be exported in a manner that does not stack gifts below each constituent, but rather exports them in one row, per constituent2
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Add "Email Address" search field to queries, to enable "Phone Number" query field to search phone numbers only
In query, under Phones, we need the ability to search email addresses to be separated from the "Phone number" search. For example, to search for a list of email addresses now, we have to pick "Phone Number", and use One Of to add the list of email...0
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Globally break gift link to event other donations
2020 saw hundreds of events cancelled and replaced by virtual events or deferred to different years, and sometimes both. This has left a legacy of thousands of sponsorship gifts being linked to events that never happened and not creditted to to ne...0
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Add a third gift aid qualification status method: gift aid claimed by third party
On each gift, we currently have the option to set "Method of assigning gift aid qualification status" to one of "Apply gift aid rules", "Set as qualified", or "Set as not qualified". For some gifts, the gift aid is claimed on our behalf by a thir...0
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Temporarily ignore query fields
It would be useful to be able to temporarily ignore query fields so you could look at the results of a query without a field, and then flick back to the results with the field, without having to reselect it on the menu.0
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Copy GL Distributions from one fund to another without also copying Project ID
Right now, we can copy GL distributions from one fund to another, which is very helpful. However, when we do that, it also copies the project number from the original fund over to the new fund. We then have to do through the distribution a line at...0
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Create Recycle Bin Tab on RE Homepage
If records, queries, batches, reports or exports are deleted, they could go into Recycle Bin and if any of them are deleted by accident, they could be retrieved. This would help to retrieve all data what was deleted by accident. I know that we ca...0