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  • Articles (265)
  • Ideas (125)

    1. Add checkbox to allow a profile to be locked in order to prevent other users from making changes to existing profiles  ·  completed

    2. Allow for adding a new query in the Gift Inclusions query within the profile view  ·  completed

    3. Allow for adding a new query in the Appeal query selection on the analysis tab  ·  completed

    4. Allow for adding a new query from the Constituent exclusions query within the profile view  ·  completed

    5. Add a scoring deduction for deceased records

    6. Add ability to customize the data columns for the IOM search results  ·  completed

    7. Make it so the "Retrieving Data from Luminate" box does not pop up over every other program

    8. Add reporting to Queryomatic

    9. Add the ability to pause an import

    10. Allow for adding a new query in the include or the exclude query in the hierarchy template, and in the heirarchy built, in a profile view

    11. use military time on timestamps  ·  completed

    12. Allow users to restrict profile editing

    13. List Management- Restrict areas in which a non-constituent List Member record can be promoted  ·  declined

    14. Export Data from RE  ·  completed

    15. create iModules connector

    16. See if individuals are in more than one list in List Management  ·  completed

    17. Ability to truncate string on import  ·  declined

    18. Make "Change Data Source" into a button

    19. Ability to skip a cell if it is blank and not import a blank attribute or prospect rating

    20. Reviewing potential matching records  ·  completed

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