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Template Pledge Batch
Last week, I attempted to create a template for our Pledge batch using WebView. During this process, I noticed that several important fields and options are currently missing: Constituent ID (Donor ID number) Constituent Code (Parish name) L...Planned
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All edit options for education in one button.
I would like to see a single Edit button for the Education tile. Currently, when I click the three dots and select Edit, I can only update the basic information. However, when I click directly on the school name, I am presented with additional edi...Reviewed: Voting Open
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Add Appeal to Opportunity Details
It would be great to be able to select the correct appeal when adding an Opportunity. Campaign and Fund are helpful but not as specific in our usage as Appeal for identifying the correct coding of the incoming funds.Reviewed: Voting Open
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Add Informal Couple Salutation Merge Field in Communications Emails
Currently, Communications email merge fields do not support an informal couple salutation. Organizations often prefer to address couples in a more personal and donor-friendly manner (for example, "John and Jane" or "Mark & Sarah") rather than ... -
Allow valid from/to dates on non-seasonal constituent address.
It is helpful to know when an address was added to a constituent file. We use this if couples have differing addresses and we're trying to figure out which is the most recent address. Since we can't view "properties" in webview, we can't see when ...Reviewed: Voting Open
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Add Radius around a city as a criteria option in RE Web View Query
When planning an event, I use Constituent List in Web View to pull constituents within a certain distance from the event location. Because Constituent Lists is not very customizable, I have been saving it as a database view static query and then b...Reviewed: Voting Open
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When adding a new Action, needing to add a specific action note type in web view instead of the default "Added via Web View"
Currently in web view when adding an action, the action note type automatically saves as "Added via Web View". You now have the save it and then go back in to change the action note type from "Added via Web View" to your preferred action note type...Reviewed: Voting Open
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Code Tables in Web View should have the ability of displaying long or short descriptions based on the different tables themselves not all long or all short across the board.
Some tables like "state" we would want to use the short description but on others like constituent code we would like to use the long description. They need to be able to be changed independently based on specific code tables themselves, not all o...Reviewed: Voting Open
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Gift Date Filter on Constituent List to include Greater Than or Equal to/ Less Than or Equal to
I need a list of donors who have given a gift from a certain date but with no end date. Ongoing. I do not want a query due to duplicate output. I need a Greater than or equal to function.Reviewed: Voting Open
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Provide a history log showing recent changes to a record and who made them
Currently we can only see when the record was last changed, and by whom - but it does not show what specific changes were made (or at least what section was changed - e.g., contact info, solicitation codes). It would be helpful for staff to see th...Reviewed: Voting Open