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Ability to pull split gift amounts for Campaigns in query and summary reports
We can currently pull split gift amounts by fund and appeal in query and summary reports but not by campaign. This means we get either duplicate gifts in our reports or separate line items for split gifts if we're reporting on campaigns. This thro...0
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Query on Blank or Inactive Phone Types (Phone, Email,...)
It is essential to have this function in Query to include or exclude records with any Blank or Inactive Phone Types.0
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Obtain a list of deleted records in RE
It would be helpful to obtain a list of constituent ID's and/or emails that have been deleted from the database within a certain time frame. That way, before creating new profiles, I can ensure those same records were not previously deleted by oth...0
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Query of Events - should be similar look up as Gift fields (fund, appeal). We have to search and choose events one
Currently, to query a list of events, you have to search for the event one at a time unlike the other records like funds, appeals,etc where you can move a number of them from the left side of the lookup screen to the righ (chosen fields).4
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Add ID for Pledge to Reminder fields option
If you want to create a bar code or OCR scanline for pledges - I need the ID for the constituent as well as an ID for the original pledge to ensure payments are applied to the correct constituent and the correct pledge (if they have multiple open ...0
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Option to Automatically search for spouse record who are not linked
When calling up a constituent record, have the database automatically search for last name and exact same street and city address to find spouse so you can link them. We have PEO and people are creating records for themselves all the time separate...5 Already exists
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Screenshots supporting knowledge base articles
it would be indescribably beneficial if explanatory screenshots would be included along with the knowledge base articles. People have different learning styles, and a lot of users could find that visual information is a lot more helpful when und...0
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Create Plugin "App Store"
If the VBA/API module were more freely available an app store could be created within RE to allow us to download and install customizations.0
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To be able to remove/add columns in Reports
Some data isn't required on some of the action reports (as an example). I wanted to remove some columns so that the data fitted neatly on the page and as noted, some data wasn't required.0
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Add email field of those being notified of tribute gift
As all nonprofits look to be more efficient with donor dollars, and be more GREEN, it would be nice to request the email address of the person who is being notified of the tribute gift (in the online express donation form).0