-
Improve the Province/State/County view
If the country is outside of the United States the state/province abbreviations are not as familiar as they are in the United States: Example: Uruguay: How do we know what FD stands for? Possibly have FD – Florida or have FD one field and Florida...0
-
allow us to add to research group from constituent's page just like you do group/household
No description provided0
-
Change Donor Constituency Criteria depending on Constituent type
We would like the ability to change the Donor Constituency Criteria depending on the Constituent type - Org vs. Individual. We view Org giving differently than Individual giving when it comes to Major & Loyal donors.0
-
BBIS - Spouse added through batch
In the NetCommunity you can indicate if you have a new spouse, you enter the spouse's first and last name. When this information comes through the BBIS batch and the batch is committed the spouse is added to the database without an address. We the...0 Will not implement
-
When the import process find duplicate records, the constituent ID should be provided on the control report. This would save so much time
The Import Control Report should provide the Constituent ID of any suspected duplicate record. With the current process, finding these duplicate records in Raiser's Edge is a tedious, time consuming process. Having the Constituent IDs would enable...0
-
add smart fields to query on the last interaction date.
There currently aren't any smart fields for interactions, which makes it difficult if you want to pull a simple query showing the summary for a constituent's most recent interaction.0 Reviewed: Voting Open
-
Add selections to smart fields
It would be great if clients were able to add selections to smart fields so the values that were populated were more specific. For example, the last gift amount smart field does not allow for easy separation between different units/sites. Yes, the...0 Reviewed: Voting Open
-
Have the ability to choose to not see the constituent for anonymous gifts on reports
When you run reports that include gifts that are marked at anonymous, you should have the ability to choose on the report that you don't want the constituents information (name, address) to be visible on the report.0 Reviewed: Voting Open
-
Add finder number into FACT_MARKETINGCONSTITUENT, it is the only field left behind
No description provided0
-
Allow Format Options to be applied to historical Export records when downloading the results to a file.
Currently Format Options are only applied to the results on the Recent Status page of an Export. There are times the formatting is desired on prior instances when downloading the results to a file.0 Reviewed: Voting Open