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Be able to "Tile" Spouse and Bio1 record
It would be great to be able to "Tile" in the Windows sense the Spouse and Bio1 records so that they would appear side-by-side, each fill half the screen, and be able to toggle between them.1
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query on media link checkbox
I would like to be able to audit which media objects have been linked and which have been imbedded - but I can't query on the "link" checkbox to know which type it is.1
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Proposal Status Dashboard showing the Proposal Status
Proposal Status Dashboard be able to show the Proposal Status. Yup you read that right - the proposal status dashboard does not show you the proposal status. This seems more like a mistake that needs to be corrected than a suggested improvement. T...0
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Show gift installment frequency for Pay-Cash as the same as the installment frequency of the Pledge
A user would like to show the gift installment frequency for Pay-cash gifts the same as the installement frequency of the pledge it is applied to. This would help them query on the Pay-cash gifts that are applied to pledges with a particular frequ...0
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Report Headers
Report headers in PDF are not aligned with the column content. Would like them to align or give us the capabilities to align them to the left, right, or center. The PDF reports do not look clean.1
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Summary field on total number of constituent attributes
Ability to query on a total number of constituent attributes for information recorded via multiple instances of the same attribute. For example, a summary field like Total Number of Gifts but would be Total Number of Attributes with filter options...0
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Add Additional Tools/Setting in Duplicate Constituent Management console to select Constituent Attributes to ignore for results.
We import a temporary marketing file that includes duplicates and incomplete records. We need it in our database to pull up the record when the barcode is scanned. This inflates our duplicate results. I tag these records with a constituent attribu...1
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Action Track Loops
When creating action tracks if an action needs to be repeated it can be set up to loop as many times as needed. For example for a capital campaign solicitation the action is cultivation. After the meeting the next action could be cultivation again...0
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Please could you update the Outlook add-in to bring it into line with modern versions of Outlook?
The on-premises Outlook add-in as it stands does not appear to have been updated to take advantage of functionality added to Outlook since version 2003. In particular: - the add-in still routinely triggers security warnings in Outlook - but adva...0
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Contact Information Form
As a member of our Alumni Relations Team, we often ask our alumni to stay in touch and update their contact information. We were using NetCommunities which enabled alumni to login and update their contact information on their profile, which then w...0