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Add "Delete Action" as one of the options in the "more" menu when viewing Action Lists in the Work Center
It would be helpful to add the Delete action option to the more (3 dot) menu when viewing an Action List in the Work Center. We have actions that are automatically created based on a workflow, and frequently these can be deleted or are not applica...0 Reviewed: Voting Open
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Track CFA goals and progress in web view
I see that you can now add a fundraiser & goal to an appeal, campaign, or fund. This is great for someone in an annual fund role or those tied to only one fund, campaign, or appeal. What we're finding is lacking in this area is the ability to ...7 Planned
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Add Solicitor/Fundraiser Type filter in Insight Designer
We use fundraiser types very heavily to segment our various prospect pools. It would be very helpful to be able to filter on this and have this as an attribute in Insight Designer.2 Reviewed: Voting Open
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Add Fund Categories as a filter within Lists (Web View)
As a larger org, we have a ton of funds and it would be helpful to be able to quickly filter by these categories rather than having to click every single applicable fund.4 Reviewed: Voting Open
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Edit or Remove User Job Title from Table
The addition of Job Titles in the User section of the User Management section is awesome, unfortunately there is no option to edit existing titles from the drop down/table if a typo is made or remove the job title if that title no longer applies. ...0
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Add Prospect Status reports to Workcentre
I implemented a workaround for moves management within RE7. We used Action Type and Action Status to record pipeline moves. Having action dates on these meant we could report on: number of moves per month, how many prospects in a fundraiser's port...15 Reviewed: Voting Open
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Make Batches committed in Database view viewable in Web base view
Right now, if I commit a batch in database, I can't view that batch in web base view. A batch made in web base view can be viewed in database, so why can't the reverse be the case. With Database view being slowly replacing by web base, I and other...1 Reviewed: Voting Open
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Customised fields in database view should ALL carry through to webview
RE7/database view allows users to customise fields and in Relationships/Education we amended 'Campus' to 'Current year' to reflect a current pupil's year group. Unfortunately in web view this translates as Campus 7 (?!). Please amend so that all c...0 Reviewed: Voting Open
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Add current Gift Aid Status (yes/No) to Queries and Exports
It would be very helpful to be able to query on and export a records Gift Aid status that is currently active and used to calculate Gift Aid. Currently we need to export all gift Aid declarations and then in Excel work out which is the active one....0
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Choose whether to view Campaign/Fund/Appeal Description or ID
I'd like to be able to choose whether to view the ID or the Description of a Campaign, Fund and Appeal. Also, I'd like to have the ability to filter the active and inactive ones within the list. If you're choosing the campaign, fund or appeal to v...11 Reviewed: Voting Open