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Develop an alternative to the pivot report function in the database view
The inability to do quick pivot reports from within the database view is not merely an inconvenience but a loss of functionality that hampers productivity. Exporting data to create a pivot in Excel adds extra steps when working with dynamic data o...0
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Please add "Last Installment/Payment Amount" and "Last Installment/Payment Date Due" to the list of exportable fields in Export.
I should have been able to do one simple export, but since those fields weren't exportable, I had to build 2 queries, 1 export, and 1 report and manually add the Last Installment info. For more details see my case #13522727.1
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Pledge status Automatically switched to Complete when Fulfilled
Please automatically make the status of a Pledge as "complete" when the pledge has been paid in full. The Status field nows stays active even when the pledge is fulfilled.1
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event participants
Add an option to search for event participant records when searching for a constituent. This would be similar to checking the "check contact name" option. It would be useful when searching for someone who may have a participant record for an event...3
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Make Prospect Status history available to customers
We want to be able to report on the number of moves through our pipeline/moves management per fundraiser over time. At the moment the Prospect Status history is only stored in web view and not reflected in database view. Even in web view we can't...0
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Email acknowledgement for recurring gifts
Our donors who make recurring gifts online are asking about why they don't get email confirmation of each recurring gift payment. Right now, that does not happen automatically, and it would be great if it did - with the same merge fields as the or...0
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Action Reports-Allow the filtering of Solicitors by query
It would be VERY helpful to be able to filter on a QUERY of solicitors, so that for example, I can generate actions assigned to only our Primary Managers or to only the staff that works in the Athens Office, etc. Right now, I have to go in and man...1
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Be able to change column width in canned reports
When running a simple action report, each constituents' name gets cut off . I'd love to be able to access the report parameters so that we could slightly adjust the column width in a canned report.3
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Adjustment Reason Field
Currently the "Reason" field in adjustments is a free text field as well as the "Notes" field. I would love to see the "Reason" field as a drop-down menu so that it can be queried effectively and so that we can pull reports or post adjustments to ...0
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Add Participant Nickname to export fields
Currently the Participant Nickname is not a field available in export.2