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227
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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
Reviewed: Voting Open
88
Vote
Opt-out preferences instead of a complete unsubscribe
If someone currently wishes to stop hearing from us after receiving emails through RE, their only option is to unsubscribe from all, rather than selecting their opt-out preferences as with other mailing systems. I propose that by clicking unsubscr...
Created 18 Aug 11:57 by Guest
Email
138
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
Reviewed: Voting Open
206
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
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
Reviewed: Voting Open
204
Vote
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
Reviewed: Voting Open
201
Vote
Search for constituents *and* non-constituents from the Constituent Search window
Most of our duplicates seem to arise from a new constituent being added when that person actually already had a non-constituent entry somewhere in RE. For instance, a new donor who was listed as having a non-constituent relationship with an employ...
Created 23 Apr 20:00 by Nicole Holt
Reviewed: Voting Open
192
Vote
view user login history
Allow administrators to view the login history for users, i.e. the last time a given user logged in to RE.
Created 20 Nov 23:48 by Guest
Reviewed: Voting Open
191
Vote
Share Action with Individuals/Foundations
It would be great to be able to share, like a soft-credit, an action from one constituent to another. Otherwise you have to create duplicate actions. Examples would be share spouse-to-spouse or foundation-to-individual etc
Created 11 Sep 22:44 by Guest
Reviewed: Voting Open
17
Vote
Assign portfolio access permissions to specific users.
The ability to assign portfolio access permissions to specific users. For example an assistant can view their managing DO's portfolio to help with contact report and opportunity entry. Right now it all portfolios or just yours, and when you are an...
Created 11 Jul 01:01 by Guest
General
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