-
Add a tab for Documentation for Event Registrants
Allow for documentation on an Event Registrant's record so that notes and media can be attached.0
-
Constituent Search screen: single match search option
Is there a way to get a record to open automatically? In RE 7 there is an option to do this for single match results so, for example, if you are searching by Constituent Lookup and there is only one match that record would simply open automaticall...0
-
Would like it if you could search for another constituent within a screen
Ex: If you are in the Revenue screen for a constituent, you should be able to call up a constituent search screen and automatically go to that same screen for another record.0
-
Constituent Search: Duplicate returns
At present, the Constituent Search brings back duplicates for a constituent if their Maiden Name (which we use for Former Name) contains their Last Name/Surname: e.g. Layla Hamadi / Layla Hamadi Merricks comes back as two lines in constituent sear...0
-
Tailor view interactions - need ability to select a column to allow users to see beginning of comments field
In Raisers Edge you could change the columns to be able to view what you want to see - it would be great to see the beginning of the comments field in interactions so you can easily see what each interaction was - just being able to see summary is...0
-
Making the Subcategory not required on an Interaction data form should actually make the Subcategory not required.
Editing an Interaction Add or Edit Form to have the Subcategory field not required, does not have any effect. If you use a Category, the Subcategory is required regardless of whether you have set the Field Characteristic INTERACTIONSUBCATEGORYID t...0 Reviewed: Voting Open
-
Bigger default font size on a note
We would like to be able to set a default size for notes to be bigger, as the current default font size is quite small and makes it very hard to read notes at a glance.0
-
Provide notification when an address update causes a Mail Preference to become invalid
No description provided0
-
Display that the spouse is deceased on the summary in all constituent views (prospect, event registrant, et.)
It would be nice if the constituent views were consistent, displaying "(Deceased)" next to the spouse's name like it does on the basic constituent summary view. It should look the same in view as High Touch Prospect, Event Registrant.0
-
add the ability to add attributes to email and phone number records
No description provided0 Reviewed: Voting Open