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ConnectRE: Constitutent Code Year is wrong if sync is done after July 1st
When syncing our graduates, we found if this is done after July 1st the system would use the following year to populate "last day of the academic year" for constituent codes. We need the option to override that default. I am posting this on the...0
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I would like for RE to add a checkbox to un-apply a gift to a pledge.
Everyone would benefit from this. Sometimes a gift is inadvertently applied to a pledge because the donor has multiple pledges or makes a gift that is separate from the pledge, but the gift is mistakenly applied toward the pledge.0
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Ability to control security on specific fields of gift records
It would be very helpful to allow users who cannot otherwise add or edit gifts to modify a few select fields such as Acknowledged Status and Date. This is applicable to stewardship staff who do no process gifts but should be able to update them on...6
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Have a unique identifying number to sync from ON to RE
I learnt the hard way that the ON records do not share a unique identifying number with their fellow records in RE. I pulled a list from ON of some details I know do not sync to RE, I was going to simply do a global add to the records in RE. It is...2
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Allow multiple campaigns and funds to be linked to a single proposal record
We often ask for donations to more than one campaign in a single solicitation. All the cultivation efforts leading up to this solicitation can currently only be tied to one proposal. Why not allow the ability to split campaigns and funds in propos...1
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Unable to export event information from the spouse in a constituent export
In a constituent export, you are unable to export event information from the spouse's constituent record. This prohibits you from exporting the event participation information for both the husband and the wife on the same line in a constituent exp...2
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Add 'Email date received' as an available field in RE Query, plus 4 other changes to RE/BBNC email data interface
the 'date received' field is available in RE on individual's Netcommunity tab, but frustratingly not on the list of fields available to query. By adding it to Query, we would be able to select all emails received by constituents over a given perio...1
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Make "Source" on Consent Record mandatory
This will always allow us to know what we obtained the consent/0
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Preferred Name should default to first name if not filled in
For mail merges and OLX emails, if Preferred name is NOT populated, it should default to First Name. Currently, you can't merge with Preferred name unless everyone has a Preferred name. But, that is not practical as most people go by their first n...1
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I would like the ability to count events attendance in a query.
I would like the ability to count the number of events a constituent has attended during a time frame in a query.2