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I would like to suggest the option to copy an existing code table into a new table so it can then be edited without re-entering everything!
I would like to suggest the option to copy an existing code table into a new table so it can be edited rather than having to re-enter most of the entries. I do not want some of the entries of an existing table to appear in an Online Express page b...0
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Record (and make Queryable) WHAT was last changed in record
I am training a few people in our database and need the ability to pull query Output on WHAT information was changed in the record. A simple field like "Address", "Salutation", etc., would be helpful so that I can then pull a query for that output...0
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Being able to filter out more fields in Reports
Our donations and gifts are separated by certain subtypes, payment vs. donation, and reports won't let you filter out subtypes, or in fact appeals either. That would be a great option to have0
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Split DATE OF BIRTH Field to Three Fields (Month/Day/Year)
Often we hear word of mouth that it's someone's birthday coming up but don't have specific year and we're even lucky to have the date of the month. There are many cultivating opportunities and auto-generated tasks that can be taken advantage of if...0
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Query DECEASED BOX (and other fields) DATE LAST CHANGED.
As the only option is to query when the entire record was last changed and, as we all know, a record may be updated long after someone has passed away, it would be helpful to query when the Deceased box was checked. This would be particularly help... -
Display annotation automatically.
I would like the option of displaying the annotation at the record level and/or at the gift level. Maybe just have it come up once while viewing a record. When I have to view many gifts with an annotation pop-up, it is frustration to have to close...0
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include rejection codes when committing an exception batch
Two weeks ago, the credit card icon for processing credit card gifts in database view was replaced with a longer process. Since then, I am only able to commit $0 exception batches if I delete the rejection codes. It would be helpful to be able to ...0
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Allow Assigned Solicitor (relationship) to become a required field when adding new constituents
Assigned Solicitor needs to be an option to make required when adding a new constituent. Not sure why so many options are in the Configuration field, but this one is not in there. As Development staff are based upon their performance via gifts and...2
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Add Volunteer info. on a spouse in Export
This would allow users to pull data on both parents so it appears on one line in an export. This would avoid duplicates if pulling a mail list like Christmas Card list0
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Many phone types into one Column in EXPORT
be able to export many phone types that export into one column in Excel. Would be very simple when creating eLists.0