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Queries - Have the ability to include the same query in different query categories.
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import proposals with notepads
Currently in the Proposal import there are notepad fields which suggest you should be able to import those fields. In actuality it is a "psych-out" because they do not work. Either make it work - or remove the fields. SEE BB450224 in Knowledgebase -
Fix flaw in Events of Razor Edge
You should NOT be able to delete an entire event while in the participant record of the event. There should also be a warning- Are you sure you want to delete this EVENT. I am really steamed right now. Not your fault but this is not user friendly.... -
Product Integration Matrix
Please come up with a matrix document that easily and simply shows what versions of which software are required or compatible with other versions of your software, instead of us having to dig through pages of system requirement documentation. Even... -
events
On the Participants Tab of an event record I would like the option to add "Team" as a coulmn. -
Custom View
Create a Custom View for Constituent records or for a particular Event and be able to enter/change data within the Custom View without having to flip through different tabs. Have fields you choose from different tabs within a constituent record or... -
Re-design Query output fields so that multiple fields can be changed at once.
I often have many fields of output that I need to change a date on, or add cash to. I want to be able to select (maybe a "shift - click") a few output fields at once to give them the same criteria. Instead, I have to go through each output field o... -
scheduled classes all appearing in the events calendar
At the moment only the first of a set of scheduled classes appear in the events calendar. It would be nice if there was the option to view all of them. On a similar point, having the 'last' scheduled class as a query field would be helpful (e.g. s... -
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 ... -
Include Constituent ID as a name format for organizations in reports
In reports the only option we have for organazation name formats is either just the org name or 'org name, Constituent ID'. This leads to later cleanup in excel for us having to use the text to column feature in excel to get the ID by itself. We n...
