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Students withdraw date from school should be actual date
When we withdraw a student from Education Management and then run Connect RE the date is the last day of the academic year not the date the student withdraws so later in the year if we run a current parent list it is not accurate how can this be f...0
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Allow us to choose our own date range on Donor Giving Analysis dashboard
I can only pull donor data for specific time periods like "Last Calendar," "Last Fiscal", "Last Quarter," etc. I am not able to compare one quarter of one year to the same quarter of another year to easily compare performance or a Rolling 12 Month...0
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When merging records show the Constituent ID beside the name
it would be helpful to also see the ID in the merge from/merge to fields after the name to esnure you are merging into the correct record2
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Ability to edit event categories
It'd be great if we could edit the event categories as we don't use either the "sporting event" or "class" categories, so usually have to just choose "other". We'd like to be able to customise these to event types we actually run.1
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Primary Email Flag Designation Required
When an email address or addresses is/are added, for the first time, to a constituent, the system should require a Primary Flag Designation on one of them.0
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Giving history in Constituent Field window within Database Batch
Within gift batch,I ALT + C + H to open the constituent's giving history to see when the last gift was (or no previous gift) as this affects what thank you letter they will receive with their receipt. What would be far better for time management i...0
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Keep Constituent Search Box Open After Opening a Record
Opening a constituent record from the search window causes the search window to automatically close. If you want to view additional records from those results, you now have to re-open the search window and re-enter the search criteria all over aga...3
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Add a "Ding" or Sound to the Chat box when a message is sent
The only way to know a message was sent to you is if you are staring at the Chat Box. If you step away from your desk or begin multitasking, messages are easily ignore or forgotten. At that point the agent will end the session because a response h...0
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Add business rule to uncheck the automatically soft credit this individual for gifts
We do not automatically soft-credit spouses for gifts. So, when creating a lot of spousal relationships, having to go to the Bio 2 tab on each relationship to uncheck that box creates extra steps. Also, staff sometimes forget, leading to bad data....6
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Be able to Sort & Export Default Set Types
Allow sorting on Default Set Type Names as well as allow the Type names to be exported. The sorting would allow better organization of the named types and users to more easily locate the appropriate type to use. Exporting of these type names would...6