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Expand the functionality of Gifts-in-Kind
there needs to be a gift entry option/function where individuals can donate Gifts-in-Kind (non-monetary gifts). Right now it is just companies. Entering an individual as a company can make generating reports challenging.3 Reviewed: Voting Open
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Edit Minor Information on Tax Receipts
It would be beneficial to be able to update information on Tax Receipts. This could include typos to names and addresses, incorrect information inputted, etc. Currently there is no way to do this within the system, so if a donor has accidentally m...0 Reviewed: Voting Open
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Create the ability to combine 2 fields in the database for a constituent (e.g. combine address field 1 and address field 2)
-Some labels we print only have enough room for one address and therefore has to be corrected manually if they enter both fields -Concatenate strings in the two fields and update address 1 -Filtering is general would be useful too Thanks!0 Reviewed: Voting Open
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When a Constituent or Participant makes an online transaction or registers for an event and an error occurs on the transaction, the page should highlight the fields with the errors in red, instead of just a bar appearing at the top say “Error: There was a problem encountered while processing your transaction.”
will cut down on users unsure of the mistake is on their side or the banks side.0 Reviewed: Voting Open
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Expedite report filter setup in Report Writer
1. Provide a Clear All feature for the Event Filter in Report Writer. You could greatly expedite report setup when changing from one season to the next. When switching from one fiscal year to the next, I have to deselect all of last year's Event:T...0 Reviewed: Voting Open
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Expedite report column selection in Report Writer
When searching for fields to include in reports and you enter in a column name in the "Filter Column List" field, it would be faster if you could click "enter" instead of having to use your mouse and select the "Filter Columns" button to execute y... -
Extend number of characters for report descriptions
We continually run into limits on our report writer descriptions and cannot provide enough detail to our users. Would like more characters available so that we can provide directions on how to run reports, especially when they use filters that nee... -
Allow custom reports to be scheduled
When you build a custom report with DI, you get a report that better meets your needs, except the report cannot be scheduled to run daily, weekly or monthly. Would like to have scheduling ability with custom reports. This would lead to efficiency ... -
Report criteria should not be case sensitive
I need to run reports on certain companies on a weekly basis. Because I cannot guarantee data entry done by the public, I have to account for various scenarios. When searching for Medtronic, I have to search by "edtronic" in case the "M" is not ca... -
Allow user to set "or" criteria in report filters
When running reports, I often have to set up multiple reports to try to accomplish one task. I cannot set criteria using "or". For instance, if I wanted to run a report on all teams containing the word "Super" or the word "Pawn" I would have to se...