Categories
Category:
RE - Constituent Record
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Editorial
Need a field called something like 'Brief Description" on Action records. This field would be an available as an action pane column choice. Read more...
What is the problem?: A brief description showing in pending actions pane would mean not having to open each action to read the notes.
What is the problem?: A brief description showing in pending actions pane would mean not having to open each action to read the notes.
Category:
RE - Constituent Record
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Editorial
I would like to see the the spouse's employer listed on the Relationship Tab in RE. Why is it you can only see the husband's info? Read more...
Category:
RE - Constituent Record
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Editorial
There should be an action tab on campaign, fund, and appeal records -- *especially campaign records, to facilitate capital campaign management. Shou Read more...
Add Me to the List KB Article: BB140302
Add Me to the List KB Article: BB140302
Category:
RE - Constituent Record
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Editorial
Identify that the first Constituent Code on Bio 2 tab is the primary which will be the default in gifts and reports. Read more...
Category:
RE - Constituent Record
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Editorial
The maiden name field on Bio1 should be searchable like nickname, spouse name, and alias. Read more...
Add Me to the List KB Article: BB316688
What is the problem?: While RE can check spouse name, alias, and nickname during a search, it cannot check the maiden name field. A maiden name must also be an alias in order to be searchable.
Add Me to the List KB Article: BB316688
What is the problem?: While RE can check spouse name, alias, and nickname during a search, it cannot check the maiden name field. A maiden name must also be an alias in order to be searchable.
Category:
RE - Constituent Record
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Editorial
You should be able to import a solicitor for an action at the same time as the action is imported. Alternately, you should be able to globally add a Read more...
Add Me to the List KB Article: BB101413
What is the problem?: Unable to import action solicitors at time of action import. Unable to globally add a solicitor to a group of actions.
Add Me to the List KB Article: BB101413
What is the problem?: Unable to import action solicitors at time of action import. Unable to globally add a solicitor to a group of actions.
Category:
RE - Constituent Record
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Editorial
Allow each user to specify whether searches should be case (in)sensitive and/or accent (in)sensitive. Read more...
Category:
RE - Constituent Record
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Editorial
Provide better support for International character sets such as Cyrillic or Kanji. Read more...
Category:
RE - Constituent Record
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Editorial
Automatically populate the County field when zip code is entered/when validating address with AddressAccelerator Read more...
Add Me to the List KB Article: BB28081
What is the problem?: AddressAccelerator does not populate county field when validation is used.
Add Me to the List KB Article: BB28081
What is the problem?: AddressAccelerator does not populate county field when validation is used.
Category:
RE - Constituent Record
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Editorial
The most recent Appeal should be at the top of the grid by default. However, Appeals added globally go to the bottom. You shouldn't have to manuall Read more...
Add Me to the List KB Article: BB54221
What is the problem?: Globally added Appeals go to the bottom of the Appeal grid on a Constituent Record. There is no way to globally sort the Appeals in descending date order where the most current Appeal appears at the top. After using Appeals for 10 years, it is impractica
Add Me to the List KB Article: BB54221
What is the problem?: Globally added Appeals go to the bottom of the Appeal grid on a Constituent Record. There is no way to globally sort the Appeals in descending date order where the most current Appeal appears at the top. After using Appeals for 10 years, it is impractica
