25 results found
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Salutation Build Code for Mr. John Smith and Mrs. Jane Smith
For example, we input the two names. Mr. John Smith and one Mrs. Jane Smith. The Mailing label "Joint or Alternate Name" automatically populates with "Mr. and Mrs. John Smith". This is not appropriate, nor does it reflect the way that women are to/should be acknowledged.
6 votes -
Mass delete affiliation codes
Looking for an option to mass delete affiliation codes based upon a file with profile IDs. So for example, I have a spreadsheet that has a list of selected profile IDs and I would like to remove the XYZ affiliation code from all records listed in the spreadsheet. It would be helpful to have a utility I can run that would remove XYZ from all records listed in the spreadsheet? Thanks,
3 votes -
1 vote
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Add ATS_Edit_Report_Error_Type to the Interfund System Options
This option would be valuable for those of us doing a fair amount of interfund transfers. This option, which displays a warning if there are insufficient funds available for the interfund transfer, is available in the Grants module. It only makes sense to have it also available in the Interfund Module.
1 vote -
Ability to copy a posted gift that creates a new unposted gift.
It will save time and data entry to have the ability to copy a posted gift that creates an unposted gift either one at a time or in a batch. The grant module has this feature - you can copy from a posted application and it creates a new application in unposted applications - it also allows you to update certain fields before creating the new unposted application. Also, the grant module has the ability to create a group of unposted applications based upon application ["History"] through the File Maintenance, Auto-Create Grant Applications feature. Having something in the gift module…
2 votes
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