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Set default gift criteria for exports
When pulling a gift or gift summery field into an export, RE allows you to set the criteria of the gift types to export or summarize. By default it excludes Write Off gifts. User or Supervisor should be able to set a default for the types of gifts...2
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Automate Database Switch from Test to Prod when Switching in Web View
When a user switches from Test to Production version in web view and that user already had database view open, the corresponding database view should also switch from Test to Prod (i.e., the web views and database views should always be in sync so...0
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RE NetCommunity Plug-In
In the RE NetCommunity Plug-In, for Profile Updates, I'd like to see the feature to Export all transaction details as you can do with Sign-Up requests.0
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Remove the character limit in exporting package names
I was running an export where I wanted to export the package names received by a constituent. When I set it to output Appeal names instead of IDs in User Settings, the package names came out truncated (even though this character limit isn't in pla...0
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No phone number available
Is there an option or place to indicate "No phone number available" We make donation follow up calls and some constituents do not have phone numbers available but i wind up searching over and over whenever a gift is recorded.0
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A pledges due report as of a specific date eg last day of last month
A pledges due report as of a specific date eg last day of last month1
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Add security for only one user to run receipts at a time
Have a security feature in place to allow for only one user to have access and run the receipting mailings (Receipts, Reissue Receipts and Reprint Receipts) at a time. This will help prevent receipting issues from occurring on the chance that mult...0
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Ability to offer discount based on choices
For instance we have 2 classes being offered for training and if you register for both you receive $50 off registration. There is no way for me to apply this in RE and then have it transfer to Netcommunity for online registration.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