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Make Proposals a record like gifts that can be exported and queried on individually.
Sometimes you need to export just specific proposals or run reports on specific proposals. Currently, when you export proposals, you have to export all proposals related to a constituent.
Created 18 May 19:24 by Guest
35
Reviewed: Voting Open
245
Vote
Being able to sort query results by clicking on the column headers.
It would be handy to be able to sort query results just by clicking the column headers. I would also like to be able to sort search results this way.
Created 05 Nov 11:48 by Guest
8
Reviewed: Voting Open
226
Vote
Event Module - Link Non-Constituents
The ability to link existing non-constituent relationships into the Event Module would be a great help. Currently, we have to link the account holder and then manually add/type/copy the non-constituent spouse or relationship over if both are atten...
Created 11 Oct 16:21 by Guest
2
Reviewed: Voting Open
134
Vote
Allow Consent records to be exported
We may want to analyze our consent records by exporting a query and including consent information for each record.
Created 18 May 21:24 by Guest
Import/Export
33
Reviewed: Voting Open
16
Vote
Keep Raiser's Edge Database View
Why not keep RE Database View even when RE NXT is completed (whenever that may be). It seems that there is a minority who want RE NXT, while most and especially the database technical folks want it. We have worked with it for a long time, it is a ...
Created 26 Feb 13:17 by Joe Moretti
General
3
1
Vote
Customize Giving Statements
Currently, the Giving Statements function only lists cash gifts, but I would to have options to show all gving for EOY statements.
Created 09 Jan 16:00 by Guest
Gifts
0
205
Vote
Change "Mark Letters as Acknowledged?" to after the merge/export is completed and can be proofed.
I want to be able to proof the Acknowledgement Letters (and other mail output) BEFORE I commit to marking them as completed. Currently I have to do every run at least twice.
Created 11 Feb 20:15 by Guest
19
Reviewed: Voting Open
218
Vote
Create labelling consistency in Query and Export
In the different Query and Export types fields often have different labels. "Amount" vs "Gift Amount", etc. Often these are different when viewed in the left panel and then moved to the right. The labels (not the field names behind the scenes in t...
Created 31 Jan 17:46 by Guest
11
Reviewed: Voting Open
204
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Add all fields to query list
Add all fields to query list for inclusion, not just the few available today. Definitely need all addresses, adressees, phone numbers and emails to do any kind of useful list. Also need consituent ids and attributes.
Created 02 May 17:19 by Guest
39
Reviewed: Voting Open
65
Vote
Add split gift amounts on reports
When running any canned reports, such as the Gift Summary report, the amount applied to split gifts is not shown - only the full gift amount is displayed for each fund the gift is allocated to. This should show exactly how much is allocated to eac...
Created 25 Aug 17:48 by Ellie Stair
Gifts
1
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