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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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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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The Name Formats dialog box needs to be wider--certainly the Type and Name format cols need to be
Please make the Name formats data entry screen wider. The Other Name Formats Type and Name Format are much too skinny and the data in both are easily truncated. Please let's not continue the annoying practice of tiny dialog boxes from RE 7 where y...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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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
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Ability to choose columns in sections on main RE ID page
When viewing the gift history on the main ID page, it would be VERY helpful to be able to choose the columns visible on the main page. Defaults of Date, Amount, Type & Fund are not helpful at a glance... If we could choose "campaign" or "appea...0
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Link social media followers and likes to constuent records
No description provided0
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Ability to toggle auto-action creation when clicking email in Const. record
While helpful to click and add an action to a constituent's email address, sometimes it is also helpful to be able to right click and copy that email address. Since the email is no longer a "mailto:" link, and a hyperlink, right clicking does not ...0
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Student current grade should show in Education tile, automatically calculated via Class Of field
We are always wishing we could build lists based on student grades - most people don't want to take the time to do the math by looking at the class of field and therefore don't use it. If there was a way for this to automatically calculate based o...0