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Work With Gifts - Add more column choices that are available in database view.
When in 'Work with gifts' there are many columns that have not been included that are deemed important to us, the customer, that are available in database view. Here is a list of some of those columns to include: ☑ Acknowledge date ☐ Added ...Planned
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Additional Matching options for Constituent Forms
Currently there are three options for constituent matching with constituent forms, but I think the "middle" category of only reviewing those without a match should be tweaked. While it currently appears to create a new address/phone/email, this ca...Reviewed: Voting Open
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Make user "Last accessed" a column with sort functionality
In Security, I appreciate having "last accessed" inside the user details but would love for that to be visible without opening a user. Can that be a column we can add and use to sort our users? This would make it very easy to see who isn't using RE. -
Lists as sub-tabs within Work Center
Lists are a great way for our fundraisers to feel empowered to pull their own information during their daily workflow, however, they currently have to navigate away from Work Center into each individual list section. It would be great if they coul... -
Move Query Refresh Button
Move query refresh button to bottom next to export button -
Online Giving Performance Summary is not accurate
Directors & leadership are unable to use the Online Giving Performance Summary as a reliable tool. I'm told it does not reflect split gifts & pledges. The tables are not customizable, making this feature ineffective & misleading. The s...Reviewed: Need Further Info
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Add option for Custom fields in Membership Forms
It would be super helpful if there was an option to add custom fields as we need members to be able to sign up for different sub-groups. I would take either a Gift Custom Field or a way to actually select membership subcategories.Planned
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Ability to stop sharing an address between household members
I couldn't find anything similar so I'm creating a new idea. Because we are a K-12 school, we leave graduates linked to their parents' addresses until they reach 25 or 26. We figure that's when they will be more established and most likely not liv... -
Ability to search by Organization Alias
When creating an organization relationship you can't search by org alias. Also when creating an organization soft credit you can't search by alias. This would be a real time saver!Reviewed: Voting Open
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Add online gift to an existing pledge
If a donor makes a donation online via credit card, I should be able to apply that gift as a payment to an existing pledge. As it stands, I can only apply cash gifts to an existing pledge. This is problematic for us and leave pledge open or we hav...Reviewed: Voting Open
