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Ability to Demote a Constituent
It would be helpful to be able to demote records that are accidentally promoted to a full constituent rather than needing to recreate the non-constituent relationship to clean up the records (Event guest, child of constituent, for example).Reviewed: Voting Open
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Deceased Finder
Need to add Constituent ID instead of System Record ID. This will make it easier to do global processes and import functionsReviewed: Voting Open
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Solicit Code - Household Level
Create a tool that automatically adds a solicit code from one spouse record to the other. Example: If a wife tells us they do not want to receive anymore solicitations by mail then that same solicit code should be automatically applied to the husb...Reviewed: Voting Open
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Addresses updated and "is not a valid address" flag
When an address is updated via NCOA address finder, the "is not a valid address" flag does not come off. without any audit trail, it's hard to see if the flag applies to the current info on record of if it was there before the address was added. I...Reviewed: Voting Open
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customization in Address Finder
Address Finder identifies former addresses as “Alternate” when there is an update. We prefer it to be “Previous”. There may be other choices too. It would be helpful to have the option to customize more fieldsReviewed: Voting Open
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Capability to re-organize wealth ratings
We use wealth ratings for many different things. However, the order of the ratings are not optimized for our fundraisers. Being able to mass edit this order for our users would increase the usability of the information. For example: "Donor persona...Reviewed: Voting Open
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Allow users to choose which address is sent for Address Finder processing
Organizations often track business and home address for constituents, and the business may be preferred. AddressFinder in webview only sends the Preferred address for screening. It would be helpful if organizations were allowed to pick a specific ...Reviewed: Voting Open
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Allow for removal of duplicate constituent codes (&c.) while leaving one of them
For a required field like this one, we need the option of removing only duplicates while leaving one unique code. We have had many people doing imports through the years, and it would be wonderful to globally clean up these codes & remove all ...Reviewed: Voting Open
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Export Data from Data Health (Possible Duplicates) to Excel
Please give us the option to export the data from data health possible duplicates to an excel spreadsheet. It would be much easier to see it all at a glance rather than scrolling through webview lines of them.Reviewed: Voting Open
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Expand the information associated with Aliases
Most data in RE is a composite of data scattered across other systems in the organisation. Having the ability to effectively manage unique ID's to clearly identify people between systems is very important. Given SSN# is not and will not be migrate...Reviewed: Voting Open