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Add Organization field to an Individual Constituent Record
We have all our individuals linked with organizations, but it would be so much easier to also have an "organization" field on Bio 1 so that when I open records, I can clearly see where they work or what org. they're affiliated with (without going ...0
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To be able to view/change the country of an address from webview
As of now, when you look at an address in webview, you cannot see the country.0
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In the Mail-Reporting using a query, pull the correct installment date range in the export
I'm trying to pull pledge payments information. The query includes an installment date range. When I export the installment date, it's not pulling the installment date in the date range I've requested0
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Ability to create a static gift query when approving a Gift Management batch
This helps us post to FE by batch which is preferred by our business office0
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Help us identify employers that match gifts
Hi, it would be useful if there was and indicator somewhere when a prospect works for a matching gift company.0
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Offer an 'Insufficient info' flag in Duplicate Management
I have huge numbers of constituents that I cannot confidently say are or not duplicates as there is insufficient data. I.e. Joe Bloggs with the email address joe.bloggs@gmail.com may or may not be the same person as Joe Bloggs living at 123 Green ...0
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Action List Clean Up
It would be helpful to have the option to work with all of actions not havig to specify open, completed, past due.0
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Ability to customize participants list columns per list, not just carried through to all lists.
I hate that participant list columns change for all lists, and not just the specific one you're working with. Our participant lists need to show info based on that event, not the same across the board. You should be able to set different info for ...0
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Append actions with the outlook/gmail plug-ins.
It would be great to be able to append more information to an action you've created with the outlook or gmail plug-in. It's great that when sending an email you can create an action right there but I don't want to create an action for each part of...0
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Want to be able to choose more than one date in an Action list filter
I think the fact that you can filter by "this month" and "next month" in the Actions Lists are very helpful but I need to be able to choose more than one at a time. Our Major Gifts officers want a List that shows them the upcoming actions that the...1