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Deceased indicator should be shut down for certain security groups.
I need to be able to stop certain security groups from (mis)using the deceased indicator. It is not currently a field that can be controlled through security settings. Please add it. Thanks!1
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Ability to globally delete individual relationship additional salutations
Currently you can only Add or Replace additional salutations for individual relationship records. I am in the process of cleaning up salutations and having to go into each record to remove the obsolete salutations is time-consuming. I found an ide...0
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Add delay to 1st email in workflow
I'd like to be able to add a delay to the first email sent from a gift trigger or list addition. Essentially we'd like to send the first email 10 days after the gift shows up.2
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Ability to add tasks to fundraiser's calendar
It would be fantastic if we could add actions/tasks/meetings to the fundraiser's calendar (versus our own) when updating actions on the constituent account. Our admin updates our ED's calendar and enters her actions into RENXT, but when she tries ...0
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Click into Insight Solicitor Total for Gift List
Before we can deploy solicitor gift total insights to our staff we need the option to click on the total and open a gift list. This is the first thing they will be asking for.1
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Relationship to Decedent on Memorial Gifts
It would be helpful to add a 'Relationship to Decedent' tab on Memorial gifts to help identify where the gifts are coming from. It would also reduce the potential to add duplicates to the system if nicknames and/or other names are used on the givi...0
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To be able to add Preferred Name to the Work Centre View
This would be useful when the Canvasser views their constituents and is able to use the name that has been given as a Preferred Name. We have a large number of Old Pupils that use there middle name rather than their first name.0
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Allow the same Sharing that exists within Lists to be available in Analyze
Being able to send a link to a colleague to view an Analyze view would make it so that multiple people do not have to build their own.0
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When saving an email as an action with the outlook plug in -save the email used in the action
so you can see what address you sent the email to1
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Default Constituency Code
When a new individual is created, it should allow a default constituency code so that doesn't have to be entered every time for most.0