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To view how many constituents have opted out of receiving communication over the past year via a query
It would be good to know the date of the constituents graduation and when they opted out of receiving emails. To see if a pattern merges i.e. are the ones opting out recent grads or are they alumni who graduated years ago.0
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Add Net Present Value as a measure in Insight Designer
I would like to be able to report on Planned Gifts at the discounted rate when using the report builder in Insight Designer.0
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Opportunities - Organizations are not displaying in list
Please include organizations in the list output. Also, it would be needed to include a filtering option to choose an individual or organization as well.0
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Ability to download multiple attachments in a constituenr record at one time.
Our end users would like the ability to download more than one attachment in a constituent record at one time, instead of having to do each one separately0
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Cash Flow Report by Appeal
Current Cash Flow Report only shows by fund but for our tracking purposes we would like to run by appeal so that we can match expected pledge payments to the budget.0
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Update address type when changing for a shared address
When I am updating addresses, I would like the address type to update as well. I prefer to keep historical data of addresses, so I change an address to previous then add new address (very similar to when data is brought over from Core in Connect R...0
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Link "Fundraiser" button to Portfolio
Please link the Fundraiser button on the constituent record of fundraiser to their Portfolio. Currently there is no easy way to get from the constituent view of a fundraiser's record to their list of assignments.0
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Under Constituent view, please bold the action Summary Line to differentiate from the body of the note
Would be useful as currently the summary and the body of the note (ie where contact reports would be placed) merge together with no clear difference between the two. It is a bit distracting and should be a quick fix to bold or underline the summar...0
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Add Solicitors as a choice in Analyze Fundraising Overview
Management would benefit from this as a way to see the activity and success of their solicitors.0
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Connect proposal to action regardless of where you click 'Add Action'
When you click 'add action' from the Action tab you aren't provided the proposal field. But that field is available when adding action from the proposal tab. I suppose I understand the logic, but it makes more sense for the add action screen to ha...1