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Allow search on spouse name when searching for Constituent record in NetCommunity
When searching for a constituent record in NetCommunity it would be nice to search for anyone listed under the spouse tab. Most users do not enter their correct USPS address when they enter data in NetCommunity, so the address is unsearchable and ... -
Clickable Results in Relationship Query
Relationship Queries never seem to quite work as intended, so it would be really nice if the results were clickable and took you directly to the record that it is referring to. This is also the case Job, and some other query types. -
Adding Media to a Fund
It would be extremely helpful to attach media to a fund. Currently we have to attach Letters of Agreements to all of the constituent records but if you could attach to the fund they'd all be in one central location rather than jumping from constit...Will not implement
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Connect RE Matching
When matching constituents in Connect RE, it would be helpful if, in addition to Yes, Nope and Revisit Later, there was also a "Do Not Match/Add" option. -
online express only creates individual constituents
Online express has a button that someone can say they are an organization but online express treats everybody as individuals so when a new organization giver gives - an individual is created not an org. -
query operator - begins with and combine with one of
I run queries that are based around multiple zip codes. I select "begins with" for the operator, which limits me to one zip code entry. The other operators will not allow me to include multiple entries except for "one of" but that means my zip cod... -
process credit cards from gift record not batch
There should be a way to process a single credit card gift directly from the gift record, so it isn't necessary to create a whole batch. -
Add the Pay Method "Money Order"
Money Orders are a common enough type of gift where recording them as a check or as "Other" can create confusion. -
Ability to "Jump to Top" in Output of Query
When adding the output filters in Query, the most recent selection is automatically added to the bottom of your query. Would love to have a button next to the "UP" and "DOWN" that says "Move to Top" rather than hitting "UP" 15 times for the forgot... -
On-Line Donations
It would be great if there was some indication on the menu bar when a donation is waiting to be processed through the on-line forms in On-Line Express. The number of donations should appear in the menu bar next to On-Line Express similar to when t...
