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In webview query, adjust how you view and select "one of" criteria pulled from a table to be more usable.
Currently when you want to view or add a criteria of "one of" from a table field (like Fund ID, Appeal ID, etc.) in webview query, it loads a single list showing you checkboxes for all the fields you have selected. It only loads 20 codes at a time...17 Reviewed: Voting Open
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Add "Industry" and make available as filter in Constituent Lists.
We can filter by Primary Employment: Industry, but that only returns INDIVIDUALS whose primary employment is in the selected industry. We need to be able to filter for ORGANIZATIONS with the selected industry.3 Reviewed: Voting Open
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Query Lists
please move query lists over to web views we use these a lot and love the change log feature. We need these to work in webview as database view eventually goes away.48 Planned
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Enable "User Impersonation" Capability for Admins in Raiser's Edge
As our team becomes increasingly remote and user needs grow more complex, it is essential that Admins in Raiser's Edge have the ability to impersonate users. This functionality would greatly enhance our ability to support both frontline fundraiser...4 Reviewed: Voting Open
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In the Appeal Record Revenue Sidebar make the gift details in the listing interactive for quick navigation.
When viewing an Appeal record and clicking the Revenue total, the sidebar shows a list of gifts with fields like donor name, gift amount, fund, appeal, etc.. Mamy of these fields look as though they should be clickable links but are not functionab...0
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Exclude Soft Credits from Deductible Amount on Year-End Giving Statements
To make year-end giving statements clearer and more helpful for donors, I recommend excluding soft-credited amounts from the tax-deductible total shown on the statement. Soft credits are already clearly identified in the system with a # designatio...0
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"Title" field able to be added in donor acknowledgement letters.
Currently, the "Title" field cannot be added in donor acknowledgement letters. This make is so when I do mass mailings, I must go back and add "Mr." or "Ms." to the greeting line of my donor acknowledgement letters by hand. If "Title" was able to ...0
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Add DOB as a match on filter option in Data Health
Name and DOB are our strongest matching criteria for individuals where we have the data. Please add DOB as a filter option in Data Health as this will help to significantly reduce duplicates.0
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Unlink Recurring-Gift Pay-Cash from Recurring Gifts or allow change of gift type after linked
When linking a gift/transaction to a recurring gift, the actual gifts become recurring gift-pay cash as intended, but it doesn't allow you to unlink the gift afterwards if needed. We'd have to adjust the gift and recreate it to remove the greyed o...0
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Ability to match Organization Name to Individual Constituent in Online Data Review
In online data review there is a need to match the" Organization" to an individual constituent record. The reverse of this is already true ("Donor" can be matched to an organization constituent record). It would be great if we could match "Organiz...1 Reviewed: Voting Open