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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
195
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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
13
Reviewed: Voting Open
185
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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
22
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
58
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Add automated change log for all db fields.
We would like to review a change log of all fields updated across the past week (or a set time period). Specifically we would find it beneficial to review this change log for all constituent contact details, constituent status, and constituent codes.
Created 03 Aug 23:18 by Guest
Constituent record
2
Reviewed: Voting Open
166
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Running total of Gifts at bottom of screen
When you view gifts on a constituent record, it would be really useful to have a running cumulative total of all donations ever at the bottom of the screen, as often I will be asked 'how much has XYZ raised ever?' and it would be easier to view li...
Created 22 Oct 13:49 by Guest
13
Reviewed: Voting Open
168
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Have an option to use the Duplicate Constituent 7.92 criteria or specify your own criteria
In The Raiser's Edge 7.92, the new duplicate criteria feature does not allow someone to alternatively check for duplicates using only certain fields. This poses an issue when you are importing new constituents and the address is different. It woul...
Created 14 Jun 00:09 by Guest
47
Reviewed: Voting Open
160
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Add Checkbox for Primary Constituent Code
Add a checkbox for primary constituency code, eliminating any possible confusion in case additional codes are added/removed.
Created 14 Jun 19:17 by Guest
10
Reviewed: Voting Open
137
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ratings
To export specific ratings rather than all ratings of a certain source or a specified number of ratings in hierarchical order, add one more level below the source in the export module. This would eliminate the one-to-many issue in exporting rating...
Created 07 Jun 19:59 by Guest
29
Reviewed: Voting Open
130
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FIX spouse soft credits!!!
Spouse soft credits are causing me nightmares. I can't do any analysis - most critically new donor analysis... Trouble scenarios include: • Donor A (married to Donor B) who has been giving for years but this past year has given through a DAF1 for...
Created 10 Jul 19:06 by Guest
11
Reviewed: Voting Open
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