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Primary Contact for Organizations
It would be helpful to have the Primary Contact for an Organization listed right under the Organization name when you are in the webview. Navigating to Relationships is too cumbersome. It would be ideal if users had the ability to drop certain fie...Reviewed: Voting Open
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Spanish Translation
We have many Spanish speaking constituents that have a hard time reading English. The ability for them to click a button on a donation form to translate into Spanish instead of us having to create a duplicate donation form (that is manually transl...Reviewed: Voting Open
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Prospect Insights filter for head of household
No description provided -
Allow the import function to add multiple relationships in one import
Will the import function allow adding multiple levels of relationships all in the same import or will it still require multiple imports to accomplish this? for example, we import all of our incoming freshman parents, both father and mother. The re... -
New Query Type: Gift GL Distributions for Posted Gift Transactions
This is a request to include a new query type that is driven by the underlying tables (GIFTGLDISTRIBUTION and GiftGLDistAccount). Gift transactions posted to the GL, are viewable in database view at a one off level from the gift entry form in data... -
Appeal record - No Solicited - ADD field
Missing field, we use Appeal record/Number Solicited to note how many constituents received/solicited. All our historical data contains this information for reporting purposes, but is not in web view. -
New Gift Batch Grid - Credit Card Type
Missing field, payment method allows to select credit card, but credit card type is not an option. I noticed in other idea is marked as already exists, but it is not the case. Do I have to use another kind of settings to be visible?Reviewed: Voting Open
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New Gift Batch Grid - Fund ID
allow us to search by Fund ID, we rely on searching by ID instead of description. This is adding extra time to the process -
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. -
Add list filter for gifts with pledge balance
We'd like to be able to see a list of all pledges that are unpaid - whether they are overdue or now. Right now it only allows us to see a list of overdue pledges.Reviewed: Voting Open
