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Deposit ticket to consolidate based on matching cheque details
Option to consolidate multiple constituents with matching cheque details on the deposit ticket in Batch processing.2
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Fields to add for acknowledgement letters/pledge balance reminders
Hi, I am attaching a letter that I would love to have the ability to export for all open pledges to our constituents. The last two columns at the end are what I would like to add that I cannot do at this time: Next Payment Due Date Next Payment ...1
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Allow Imported NonConstituent Relationships to Link with one another
Currently, we can upload new nonconstituent relationships in bulk. However, you need to go in manually to each record and link/merge the nonconstituents afterwards. There's the Merge Non-Constituent Record but that's a cleanup tool. I want to avoi...0
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Add a user option or filter to exclude soft credits from Gifts tab
In cases where constituents have a lot of recurring gifts, having soft credits displayed makes it difficult to work with the Gifts tab. The soft credits are needed for data selection (to count both spouses gifts, for example) but some users prefer...1
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In NetCommunity Transaction, have option to search for match by Alias field
In RE when searching on a constituent, we have a checkbox to search the Alias field as well. In the NetCommunity transaction area of RE, when the system searches for an auto-match this feature is NOT there. So these two parts of the system are wo...0
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in bank rec allow clear date to say fixed until changed
I reconcile my bank information almost everyday. It would be nice not to have to go in everyday and change the cleared date everyday.0
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Bulk Password Reset
Sometimes it is necessary to test with different user accounts and it would be helpful to add a utility to allow a bulk user password reset for the Supervisor account. This could be used for testing, and also to force a password change on the live...0
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Please increase the character spacing availability for the Organization Name field.
The field spans the width of the page and would appear to accommodate very long names, but it does not. If the field is long enough and already built into the page design why not allow a long name to be entered? Currently it only allows 1/4 or 1/5...0
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organize fund ID anyway, rather than just alphabetical order
When there is 59 fund id's and you want the current year to be on the top rather than somewhere in the middle. I know we can change the listing of constituency code by moving it up and down in config.0
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Custom View for Event Records
We have the event module. Allowing us to create a custom view to input information for an Event would help us minimize effort here. I'd like to control some data entry on event records for adding attribute fields and data. Not sure why this functi...0