-
Provide option of setting hard text to insert when merge fields are blank
In emails that look like letters and start with Dear FIRST NAME, it would be helpful to have the option to insert "Friend" whenever FIRST NAME is blank. That is something standard we have always done in other software. We don't have many but it av...0
-
Encryption for scheduled automatic emails sent to internal staff
It would be great to give the ability to encrypt scheduled emails. Especially those sent to staff. Staff likes to receive an email with yesterdays or last weeks donation information, but it should be encrypted since it is confidential information....0
-
Attach documents in soft credit journals
No description provided0
-
Security Settings
I would like to see a more detailed security setting that would allow the users see, add, & delete notes and contacts, but hide the transactions(gifts). The reason for this is that users (general data entry) can see personal giving of their fr...0
-
Email Opt Out
When copying a home/primary address to former, the opt out date changes to the current date in the former persona, and records the current user as the person that opted the account out. This creates conflicting info within an account's personas. T...0
-
Query on Approach text
Currently we are required to select approaches individually. With well over 100 approaches, selecting a rnage of specific approaches is very time consuming. It would be helpfuly to query on approaches using specific criteria (i.e. ET* to bring up ...0
-
Query on Approach Description
We use MYOB, therefore, approach codes must match exactly for import purposes. We use the approach description to include further information that we would like to be searchable in a query. It seems that there is not option to query on the Approac... -
Add a Summary Option in Reports
If we have a user defined field and we want to count each person who lands under a specific value for statistical purposes. You can already run a report that lists every person under each value, however, it just doesn't total them, so it would sav...0
-
Allow "Gift Aided" amount field which appears on "Recent Journal Entries" to also appear on journal
The Recent Journal Entries on a constituent home screen shows the Gift Aidd amount claimed. However, this field is not available to be added to the full journal for a constituent. This is very inconvenient.0
-
When editing embedded (or buried) queries for a report, the user should be taken right back to the report screen rather then to Edit Query Category.
When running a report, usually the queries have to be edited in the middle of the process (e.g. date range). When editing is finished, I end up in a Query category, instead of resuming my report generation. It is not streamlined now, as I have to ...0