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NCOA Address Finder for Canadians
I would really like to see an easier process (i.e. the same process for U.S. accounts) for Canadian users. The process to run the NCOA databse finder in Canada is currently a tedious and complicated process.1
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Reports for the new Name Format. I would like to be able to run a report that groups the 3 new Name Formats - Individual - Family - Business. My querie would be a specific time frame and I want my report to show all entries from that time frame Grouped by Name Format. All that has to be done is to add that new category to the report list.
No description provided1 Already Works That Way.
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Be able to get the Soft Credit that is attached to a specific transaction type(Pledge, Gift, Payment, etc)
When pulling a query/report, it would be helpful to be able to separate out the soft credits that are from a pledge, gift, payment, etc. Currently all soft credit summary fields show the total of all soft credit transactions without distinction as...0
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Dual Address Reporting
We are working with a Development Consultant who will be running our constituents through Wealth Engine. She needs both addresses (primary and alternate) in order to gauge property values. In the reports the eTapestry Support Team helped me with, ...1 No Plans to Change at This Time
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Adding Deceased and Maiden name to Queries preview page
We use the Queries tab to run lists for our Alumni. It would make it much easier to use if we could have the Deceased and Maiden names already populated into the report to help in mailings. We receive a ton of returned mail because the deceased is...0
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Create the ability to add new "sets" in report columns
In particular, I'd like to be able to add things like cumulative volunteering from a constituent's record, so that I can use that as a segment to solicit for new donors.0
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Event Tracking Query needs to be able to pull all event participation in one report
Currently you can only choose "Invited, Attended, etc" seperately to pull reports. Is there a way to pull all event participation for a single event in one query?0