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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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Please separate Phone in security rights so that can be given to a group without giving them full rights to add a Constituent.
Some of my staff regularly need to update email addresses and they are unable to do so and therefore have to send these requests to the Database Administrators. It would be much simpler if specific staff could be given security rights to just add ...0
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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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Make the timestamp use local timezone
When entering a note (database view) we can type F5 to get a timestamp. THe timestamp uses the server and not the workstation, resulting in incorrect timestamps for all of our users in PST when our servers are in Boston0
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Make a subcategory required for certain membership categories
Some categories require a subcategory to understand what type of membership a member has. The ability to configure a category to require a subcategory would keep our data more accurate and provide better service to our members.0
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Actions items associated to a user
We currently had some issues with one of our user groups regarding dashboards. In order to clean up the shared dashboards, each user account in that group was corrupted therefore requiring us to reset these user accounts. Everything was looking pr...0
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Add Donations Paid amount as a Filter to Constituents Events Tab and let us select the filter we want.
You can see the "amount paid" for registrations but it does not include donations amount paid. Either have both the amount paid and the donations paid added together for that event, or add a Donations Column so we can see the donation about withou...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