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2
Vote
Additional ways to report on donor history, especially in tax receipting
RE does not have a clear (or multiple) way(s) to pull out workable donor history, especially in respect to tax receipting. The trend is to provide donors with a breakdown on their receipt. If you are going to offer “consolidated” receipting, you n...
Created 03 Jul 20:29 by Guest
0
2
Vote
Make Location a column option on the Action tab
It will be helpful to display Location on the Action tab. For example, right now it's hard to see which branch events one has attended without clicking into the action record.
Created 02 Jul 22:44 by Guest
0
1
Vote
Manually modify Sort Key
Ability to change Sort Key for very specific instances. For example Schmidt Howser Foundation will sort with Schmidt, but I need it to sort by Howser,Schmidt or maybe even Foundation,Schmidt.
Created 08 Oct 17:25 by Guest
Constituent record
0
2
Vote
Typing in new relationship records for each child - vs copying and updating record to save as new child
If we could completely duplicate a relationship record and then update it for the appropriate relative, it would save time. For example, just added a child and added an Attribute (Constituent Type and then Event name). The entire family attended. ...
Created 27 Jun 18:11 by Guest
0
2
Vote
Apply a portion of a payment to a pledge without having to create a separate cash gift for the remainder
No description provided
Created 26 Jun 18:20 by Guest
0
2
Vote
Unable to export gift installment ending on
Currently you can query on the field of Gift Installment Ending on however you can not export it in the export module. It would be helpful to have this as an export field.
Created 24 Jun 21:39 by Guest
0
2
Vote
benefits, notes, or gift reference on a pledge should apply to pledge payments
Users would like to enter Benefits information on a Pledge gift and when applying cash payments to the pledge have the Benefit information applied automatically to the payment.
Created 24 Jun 00:47 by Guest
0
2
Vote
Donor Acknowledgement Letters - have the Bank Account number masked
When confirming a new Direct Debit (UK) with the donor, the Donor Acknowledgement Letter prints the Bank Account number unmasked. This is masked in Export, and it would be helpful to have it masked here as well.
Created 24 Jun 12:36 by Guest
1
1
Vote
Use existing individual's address rather than auto-populating org address when adding individual relationship
Communications can be sent to individual's home address instead of sending all communication to individual at org address
Created 03 Oct 18:08 by Guest
Constituent record
0
2
Vote
record all the times a record has been updated, not just the latest update.
One of our pledges was deleted from a constituent's record sometime between 2010 and 2014. I was only able to see when the record was LAST updated. It would have been helpful to know ALL the times this record was updated to pinpoint a time when pl...
Created 17 Jun 20:01 by Guest
1
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