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ConnectRE: Fully Reciprocate Relationships in RE (see attachments)
I would like ConnectRE to FULLY reciprocate relationships in RE. At present, ConnectRE will "connect" one individual to another by setting up an individual relationship record on the relationship tab (which is an incomplete 'one-way' connection). ...0
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ConnectRE: Show the Constituent Code of the RE record(s) in the processing screen
I would like to see the constituent codes (at least the Primary, if nothing else) for all the records that show up in the processing updates screen in ConnectRE (the grid where you can view what changes are going to happen). Currently, all you se... -
ConnectRE: Map the Business address in Core to the Business relationship record's address in RE (see attached)
I would like to see the Business Address from Core map DIRECTLY to the Business Address on the business' relationship record in RE. (when you click on the business button on Bio 1, the address should be showing there - on that organizational relat... -
ConnectRE: in the documentation, show which Business record fields are mapped and which are not
ConnectRE documentation currently shows which CORE fields map over to RE, but, there is no documentation to show which RE fields on the business relationship record "receive" information via ConnectRE and which fields do not. In the documentation,... -
Bring sibling information from the onProducts through Connect RE to Raiser's Edge
Having sibling information in RE would allow for a better understanding of family networks. Currently, if we look up a constituent on RE, it doesn't list any siblings so we don't know if they have any brothers/sisters who are also alumni. It seems...1
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ConnectRE: Allow option to check/uncheck the "Has no valid addresses?" on RE Bio 1 tab
Currently, when you add a new, valid address to a record through ConnectRE, there is no method by which to "uncheck" the "Has no valid addresses?" checkbox in the Bio 1 tab. This results in (a) an extra step of data management (you have to remembe... -
Need a way to identify which records in RE or EE have been linked to records in Core
With EE/RE integration, we have an icon in the lower right hand corner of the constituent record that tells us that the record is linked between the two databases. I would like a similar tool to let me know which records have been linked between R...3
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ConnectRE: allow the ability to populate the "Info Source" field on Addresses
I would like to have the ability to have the "Info Source" field populated in addresses in RE, whenever an address is updated via ConnectRE. (any address, home, business, etc.) Currently, ConnectRE does not add an "Info Source" to the address when... -
ConnectRE: allow the ability to populate the "Date From" field on Addresses
I would like to have the ability to have the "Date From" field populated in addresses in RE, whenever an address is updated via ConnectRE. (any address, home, business, etc.) Currently, ConnectRE does not add a "Date From" to the address when it a... -
ConnectRE: Remove the required setting to choose either ALL CAPS or Sentence Case for letter casing
Currently, ConnectRE configuration requires you to select a letter casing option - either ALL CAPS or Sentence Case - when bringing in data from Core to RE. And this seems to govern most, if not all, fields. (?) So, when something is sentence case...