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simplify validation process on batch
I recently had a workplace giving batch with almost 300 gifts; many constituents had pledge payments/multiple payments and multiple funds they wanted their gift distributed to; one constituent had 4 gifts, and we created an accidental overpayment ...0
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Capability to display special characters
One of our research event notes contained a special character which didn’t display properly in our Crystal Reports program. Patricia Boelte, Customer Support Analyst for The Raiser's Edge, helped us to identify that the problem was in the Export...0
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In Export show the column name prior to Exporting
In Export, we can now add a column name, but cannot see it until Exported. I need to see it prior to Exporting0
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Ability to assign and query/export the same attributes for spouse as are available for constituent w/o creating a spouse record
Spouse information apart from constituent is difficult to define, query and export. Spouse information should be tracked in as similar a fashion as the constituent without having to create a separate record for the spouse. The current separate set...0
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Cancellation/completed recurring gift on date of gift rather than on date of eft batch
When it has been updated as cancelled - I think it should be completed - on the date the eft is processed this looks like it was cancelled prior to the direct debit being run through BACS which makes it slightly confusing.0
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We should be able to add tribute language to donor acknowledgement letters and suppress commas and spaces when there are fewer tributes than fields pulled.
When creating donor acknowledgement letters, currently you can add a list of tributes in the following fashion: Tribute Type 1 Honor/Memorial Name 1 Tribute Type 2 Honor/Memorial Name 2 etc. If one were to try to incorporate the tributes into ...0
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NetCommunity sign up requests create duplicate education records
This is of significant ongoing concern as we have to go back and check every record after processing sign up requests to check for and delete duplicate education records. Already noted as an issue in Knowledgebase article BB738240 but how else can...0
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Another area to change character limit - report footer on constituent giving history
Unable to put our standard tax deduction statement as constituent giving history report footer or as page footer. Plenty of room on screen but stopped accepting text at set point. Increase or eliminate character limit!!!1
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When merging records automatically mark the record with a code or attribute.
I would like to run a query on records merged by a specific date range. Export data from the record kept and export the old constituent ID as well.1
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To have Gift Summary as an option in a gift query
In a gift query have the option to summarize total of gifts for a constituent/organisation like you can in a constituent query0