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Add popup boxes to change Addressee and salutation when spouse who is not an individual constituent is marked deceased
Add a popup box to change the addressee and salutation when a spouse who is not an individual constituent is marked deceased. These appear when the Primary constituent is marked deceased, but doesn't happen when the spouse is marked deceased and t...0
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Actions tab - indicate type of number
If I open an action, it shows a phone number, but I don't know if it's home, office, etc. Would help to indicate the type of number on the General tab for Actions.0
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Please bult a "thank you note" in the xml-export files for debt collections in Europe
For debt collections in Europe it is requestede to use a formatted xml debt collection file. In that file it is NOT possible to include a "thank you" note in that xml-file. Can you believe it? A debt collection, without a "thank you for your don...1
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We do have a critical issue in Net Solutions which cost us a lot of valuable time. Sometimes the donation comes in the wife’s name and in f
Searching on Alias on spouse's name on husband record.0
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Improvement to gift type designation for recurring gift set-up
When a new recurring gift is initiated through Online Express, RE gives the "gift" the gift type of "Recurring Gift" although at that point it hasn't really started. Nevertheless, there is a dollar amount attached. Subsequent "real" gifts are give...0
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Have HMRC Online Gift Aid Claims identify relative records found with errors
When an online HMRC Gift Aid submission fails due to record errors, there is currently no way to identify the records with the errors.0
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Query on Queries and Exports
We have thousands of queries and exports in our database and maybe less than 5% are worth keeping. It would be handy for us to be able to query on queries and exports that are no longer in use or created by past employees so we can do a global del...0
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Stop the constituent filter from filtering gifts prior to the constituent code date from in Receipts
Currently, the Constituent filter in Receipts also filters out gifts that were given prior to the constituent code start date, regardless of the the gift date criteria on the General tab. In my case, if someone came on staff during last calendar ...0
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Viewing changed statuses
When a user changes a status in a record, having the foresight to be able to run queries and view who has made the changes. an example of this is if you have "Gift Receipt" with options of Receipt and Not Receipted and a user then adds a further o...0
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Expand Security Options in Gift Permissions for Attachments
It is great that we can now attach a thank you letter directly to a gift. However, in order for our administrative assistant to attach a thank you letter I must give her a security level to be able to edit gifts which gives her the power to also c...0