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User Education Import: Match on 'school' and 'degree' and\or 'major'
Currently the User Education Import only matches on 'school' & 'grad_year'. This is problematic as we usually enter the college and then either the degree or major, but no year (as they obviously haven't graduated yet) for our recent graduate...0
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Forms and Calendar
When filling in a form, can we please make it so when a parent/student/constituent has to put in a date in a date box, can that be dynamic? So when they click on the box, a small calendar window opens up for them to select a date. This would be hu...0
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Add date field for Seasonal addresses
In Raiser's Edge, we track the dates that a seasonal address is valid, so it would help to have this field in the core profile as well so we can most accurately record this for mailings.0
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Capitalized country name - Data validation
I want to make it so that the country name is capitalized in Profile, or anywhere address is impacted. When I am exporting info to Raiser's Edge it does not like it when the country name is not fully capitalized so I have been manually changing th...1
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Faculty Emergency Contact Data Import
We would like for the ability in Core > Settings > Data > Data Import > Emergency Contacts (Students) for there to be a option for Faculty as well0
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When looking at the descriptions ('Detailed View') for Data Import columns, please be more specific regarding 'leave blank for default settings'
For some import type columns, the descriptions in the 'Detailed View' (help) state "(Y)es, (N)o or leave blank for default setting”. Please update these to tell what the 'default setting' is. Additionally, sometimes 'True' and 'False' are also acc...0
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Allow User ID To Be used For Relationship Imports
The new Contact Card Imports are great, glad to be getting more ability for bulk updating outside of data refresh. The heirarchal relationship building import only allow host_id as unique record identifier, but a big benefit of these imports is...2 Already exists
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Add Course Code to Insight's Designer
Our course titles are really long - Would love to be able to just pull both course code and standard course code.0
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I would like to be able to include Job Start Date and Job End Date in a data refresh
Data refreshes are not currently capable of including the Job Start Date and Job End Date in the routine. I would like to be able to use this to update this information on user profiles.0
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Include student id, host id anbd username on all exports
Many exports are destined to be linked/used with other data. Having the user id, host id and username will make these exports much more valuable.0