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prospect
Create a new query type "Proposal" to pull information based on Proposals.3
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Option to include soft credits in the retention analyze dashboard
All constituent queries in RE provide the option to include the hard credit, soft credit or both. This should also be the case with the analyze dashboards listing constituents. If a gift comes through a family foundation, the foundation is hard cr...0
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Table Clean Up - Mass Delete
It would be nice if there was an option to select multiple Table > Rating > Categories to be deleted at once - like you can do in Queries. We have thousands that imported incorrectly due to being mapped to the wrong field (should have been d...0
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Make PDF receipt editable
When creating a PDF of a gift receipt, there is not the option of editing the fields contained in the receipt. Would love to have a NOTES section to be able to share info helpful to the donor, such as "ping pong table" or "funds to be used for sch...1
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Give us the ability to delete entries in the Pledge Reminder History
I recently ran pledge reminders and allowed RE to add the reminders on the "History" of each pledge. My Director of Development pulled a few of these letters while she was signing the batch. It was only then that I discovered that RE users do not ...1
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Query Gifts By Attribute
We need to be able to query on gift attributes when doing a gift query. We use attributes to indicate what area the gift is designated. It would be very helpful if we could have a full set of query options on attributes including whether or not th...0
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Ability to End Workflow manually for a single constituent
In the same way that an NXT workflow can be applied for a single constituent record at the top of their profile, please create the ability to end the workflow for a single constituent manually. Without this option, a workflow must be entirely inac...0
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Create Tool to Move or Copy Notes and Actions to Other Constituents
Would love the ability to move or copy (as the case may be) a single note (as opposed to all Notes, which can be moved using the Merge Constituents utility in NXT) from one record to another, particularly for divorces.0
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Ability to export giving info and specific wealth screen data
If your organization recently conducted a wealth screen of donors via Blackbaud's WealthPoint Professional, they will return the data and save them in ResearchPoint. You have the ability to sync the data back into RE so the wealth information is s...0
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Give query list fields the ability to be used for sorting when used in Export or other RE functions
When you use a query list as selected records in Export is is impossible to sort the export. Example: I used query list to create group that I needed to print pledge cards for using BB simple merge export. Tried to sort export so cards would be in...4