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Entity Match Utility Tool
Hello! A utility tool should be developed (MelissaData has one on the market) for users of RE to upload an external list and based on those data points provide a possible match and confidence level. This will help when we have to add new records a...0
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Tables for Constituent Data
It would be beneficial to have tables for constituent data such as title, job title, profession and industry to make reporting for accurate and efficient.0
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Add a More button when searching constituents
Some databases have a lot similar names and the default to show only 10 does not list enough options. If there is an 11th name that is similar you are looking for, you would not see on the list.0
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Add a Preferred Last Name field
It would be helpful to have a separate "Preferred Last Name" field for constituents who go by a different last name than their legal last name (which lives in the "Last Name" field). Currently we keep the preferred last name in an Alias. This pose...0
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Unknown Date option for Date To in Constituent Codes
A seemingly ongoing debate exists on whether or not to have active and former constituent codes, i.e. "Board Member" and "Former Board Member". For us, the primary reason we use the "Former Board Member" option is because, historically, we do not ...0
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Add ability to hide consent box
Consent functionality may not be in use at an organisation (such as ours) - we are using solicit codes instead as we are not relying on consent as a legal basis for data processing. It is confusing to users to see two possible places for this info...0
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For Spouse Primary addressee allow first letter typing to bring up dropdown options
When I am adding/updating a spouse relationship Primary addressee, I would like the same functionality as I have in Constituent Primary addressee, which is to skip to only options that begin with a specific letter, rather than to scroll through ev...0
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Pull households on single line in webview (for mailouts)
Right now, if two spouses are both "current parents" then they will pull on two different lines. I would like to be able to output with the primary salutation so i can do mailouts by household0
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Custom Fields add sortable date
No description provided0
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Add Notes Section to Solicit Code
It would be great to know WHY a constituent is being marked as do not mail/email/phone etc, having a notes section in the solicit code would be a great place instead of separate notes section looking in 2 places and having to scroll through other ...0