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Ability to accept or ignore suggested changed from RE Connect
Every day Re Connect pulls data over and changes out addresses for constituents yet there's no actual change. I end up with 5-6 "Previous Addresses" even though they are all the same. I end up with frequent issues when running mailings because one...1
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Global Add consents
It would be useful to be able to add consents through Global Add rather than having to create an import file0
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Top contributors by fundraiser
Ability to view top donors by assigned fundraiser. (Similar to campaign, fund, appeal view.)0
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Summarize on Constituent record their Email opens/clicks
Such a small thing, but we are manually checking how often and which emails prospects are opening (even better if they click) as one indicator of whether we should pursue a person. I think the line by line appeal 'pod' could actually be replaced b...0
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Address block bug for other countries
When entering an address for another country, after saving, the address does not show up under contact information on the constituent profile, instead it says 'address block left blank', but when clicking edit address, the address is there.0
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Add DOB in the search tables for constituents
To aid in the avoidance of duplicate records, searching by DOB would be a much helpful search tool.0
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Add a summary note to a contact
Having a summary tile at the top of the record allows for appropriate information to be added, such as "has been with the company for six years. works closely with the approval of grants on X subject matter"1
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Allow for "today" or "withdraw date" as an end date for withdrawn students/parents in Connect RE Settings.
The current "end of fiscal year" and "end of academic year" options mean that if I withdraw a child midyear, Connect RE puts in a date that allows for them to stay on mailing lists unless I remember to manually go in and change the date (spoilers:...0
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Surface constituent annotations/alerts between database view and web view
Currently, if there is an annotation on a constituent record in the RE database view, it is not visible anywhere in the web view. This information needs to be carried over and visible in the web view. Use case: We have always used constituent Anno...0
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Add date to Custom Fields and allow it to be sorted
We use custom fields and the older ones should sort at the bottom, you shouldn't have to scroll through them all. There should also be a filter to exclude inactive custom fields0