-
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
-
Expand Solicit code security rights to view but not edit/delete/add
With the release of the consent module on RE it was advised that you you can increase the security around solicit codes as part of this update to ensure solicit codes are driven by the consent module, in line with GDPR requirements. However, remov...1
-
Add soft credit name to available columns on the gift tab
Please add the soft credit recipient name to the available columns on the gift tab of a constituent record.2
-
add gift ID to journal reference options for posting from RE to FE
We're trying to find a better way to collaborate/tie in with our Finance department; would love to be able to include the gift ID in the posting journal reference AND also add this option to the constituent record search (rather than having to lau...1
-
Remove email address hyperlinks
I have a suggestion, it would be beneficial to remove the hyperlinks in the email address tab, or at least make it so that you can right-click so you can copy and paste the email address into your own email program. The option to make all email ad...4
-
Prospect proposals
When running reports/queries, be able to list specific/active proposals, vs. all the proposals on a constituent's record3
-
Auto sort appeals with most recent at top
It would be great if the appeals tab on a constituent record would automatically sort by appeal date with the most recent appeal at the top of the page.2
-
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
-
Default membership expiration date to one year from current expiration date when a member renews early.
When our members renew more than one month before their current expiration date, RE defaults their new expiration date to end of month one year from the renewing gift date, when it should default to one year from their current expiration date. Tur...0
-
Please make Addressees/Salutations Delete-able at the user's own risk at the end of clean-up steps?
There are several Knowledgebase articles to assist with deleting duplicate and/or unwanted Addressees/Salutations. The one(s) to delete cannot be deleted while they are being used in records. However, once the user queries records that are using i...1