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Add solicitor to action in Mobile App
We require the solicitor in RE so we know who actually made the move (in case someone else is logging it for them). It would be great to also be able to enter the solicitor in an action on the mobile app.
Created 03 Oct 07:11 by Guest
8
Reviewed: Voting Open
29
Vote
View membership status
Add the ability to view membership information with the mobile app.
Created 26 Sep 16:27 by Guest
0
Reviewed: Voting Open
9
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Add the option to filter the "Giving Icon"
It would be helpful if I could only show certain gifts when I select the giving icon.
Created 25 Sep 22:43 by Kelly Coffey
6
Reviewed: Voting Open
92
Vote
Log Out Option for Raiser's Edge Mobile App
It would be great to have the ability to manually log out of the mobile app for Raiser's Edge. This would aid in security of the app, as well as ease functionality of being able to switch access to a different device without waiting for the app to...
Created 24 Sep 18:06 by Guest
20
Reviewed: Voting Open
41
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Mobile App Actions - add Action Description
Mobile App Actions - Action Description Please add the Action Description field. It's helpful for allowing a solicitor to summarize their CR and for me to be able to pull something manageable into a report! I appreciate update to the app so that ...
Created 22 Sep 00:44 by Guest
3
Reviewed: Voting Open
46
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Showing constituent is deceased on the mobile app.
Showing constituent is deceased on the mobile app.
Created 21 Sep 18:27 by Guest
2
Reviewed: Voting Open
102
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Audit trails
We would like Raiser’s Edge to have the means for us to monitor user access to constituent records (eg celebrity records). Similarly a much more granular audit trail of user activity on RE (ie exactly what users are adding/amending/deleting and wh...
Created 21 Sep 15:36 by Guest
3
Reviewed: Voting Open
10
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duplicate constituent report
Return to previous version of duplicate constituent report
Created 14 Sep 21:25 by Guest
4
Reviewed: Voting Open
186
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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
37
Reviewed: Voting Open
4
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Anonymous gifts
Display of gift records, under Giving section in mobile app, to respect 'Gives anonymously' setting within Raiser's Edge. Currently in Giving | Recent gifts, the individuals name can be seen in the From field in the mobile app.
Created 10 Sep 04:35 by Guest
0
Reviewed: Voting Open
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