Topics in Realm Enhancement Community 1970-01-01T00:00:00Z 1459 6 1422 11 0 60 5614718 multiselect dropdown for fund reports 2019-01-21T23:04:09Z 2013-09-05T15:00:08Z Andrew Alaniz andrew_alaniz multiselect dropdown for funds on giving report page. So for example instead of having to choose only fund A to see the giving graphs, I can choose fund A and Fund B which are still a subset of all of our funds. idea 9998 9998 active 17 8 11 comment pl 7844585 Edit posted accounting transactions 2019-01-21T22:54:39Z 2019-01-21T22:54:39Z Perry Moses perry_moses Am I missing something or is there really no way to edit a posted accounting transaction? At a minimum, we should be able to edit a transaction in an open period, but most modern accounting systems let you edit 1 or even 2 years back. I am constantly having to either void and re-enter or make an adjusting entry for errors or changes to postings. We have multiple users making entries and sometimes I have to make an adjustment to what they posted. Can we please open this system up!! Even if it is a restricted option in user setup. AJE's are required way too often when a simple edit would suffice. idea 0 1 1 create 7723451 Trial Balance report should be able to print with full name, not the short name. 2019-01-21T22:42:40Z 2018-04-19T18:12:41Z RELC OFFICE relc_office The Trial Balance report prints only with the short name. This is very frustrating because you cannot see the entire name of the fund. This needs to be changed. idea pending 4 5 4 comment 7844576 Add a description text box to chart of accounts 2019-01-21T22:36:17Z 2019-01-21T22:36:17Z Perry Moses perry_moses It would be very helpful to have a text box associated with each of my accounts on the chart of accounts (COA) to describe how that account is to be used. When a staff person is trying to pick from something like a PDF or printout of the COA, Realm would put that description on the COA report. Currently, I can only think of putting my COA into excel and adding a description.Then, I am maintaining 2 different COAs. idea 0 1 1 create 7664424 Admin Tasks in Connect App 2019-01-21T18:03:41Z 2018-01-09T14:16:36Z Calen Foster calen_foster I have the connect app and it seems to be great as far as seeing what's going on (seeing the news feed, messages, events, and giving, etc.) But could we possibly in the future make it possible to do administrative tasks in the app? Scheduling events, adding responsibilities to profiles, etc. I think it would be helpful to have those things available in my hand rather than having to get to a computer! idea 85520 85520 active 11 23 37 comment 7844387 Change log improvements 2019-01-21T17:35:18Z 2019-01-21T15:27:50Z Mary Farley mary_farley It seems that only changes made by admins show up?&nbsp; We need to be able to see when a member changes his/her information as well.&nbsp; Can member changes be "pending" until "accepted" by an admin?&nbsp; o changed an address and we can't see who did it and only found it by accident because it didn't show up in change log. idea 2 3 4 comment 7844431 Our group leaders would like to have templates for messages that go out on a regular basis. 2019-01-21T16:55:17Z 2019-01-21T16:55:17Z Michael Bjerke michael_bjerke_9v3g3hy2ry9lt Our group leaders would like to have templates for messages that go out on a regular basis. Also would be nice to have automatic reminders for upcoming events. idea 0 2 2 create 7842067 Family Directory Name Changes 2019-01-21T15:32:00Z 2019-01-15T21:53:24Z Kendall Kookogey kendall_kookogey I was printing out our Family Directory by selecting all people that have certain membership criteria, and then in the printer drop-down menu, choosing Family Directory. I'm finding that a couple of people, instead of being listed as their Last Name, First Name, are instead listed First Name Last Name. And I can't figure out WHY. What is it about their profile that lists their First name first, instead of last name? it's still listed in alphabetical order by their last name, but doesn't come up Last Name, First Name. I found out from Realm Support it's because I altered the way the "Family Label Name" was autofilled by Realm. But here's the thing: If i enter someone's name as Mary Ann Cox, Realm "fixes" it to Mary Cox. Her name isn't Mary Cox. It's Mary Ann. So I change it, and now because I change it, her name won't list as "Cox, Mary Ann" in the Family Directory, but Mary Ann Cox. Still in alphabetical order, but not last name first. This is a tiny thing, I know. But you need to be able to adjust the name in the Family Label and not have everything else get screwed up. idea 2 3 4 comment 7533448 Registration Events in the Events list 2019-01-21T15:29:17Z 2017-06-07T16:58:39Z Terri Gallahue terri_gallahue When a church member clicks on "Events" in Realm, they see a list of everything on the calendar. It would be more eye-catching if the registration events appeared in a different color to make them stand out more. idea 80999 80999 pending 7 19 27 comment 7844384 event payments split between deductible and non-deductible 2019-01-21T15:22:43Z 2019-01-21T15:22:43Z Mary Farley mary_farley Many of our event payments are part deductible and part non-deductible (i.e. FMV of goods/services received).&nbsp; We need to be able to designate the deductible portion of these payments as contributions. idea 0 1 1 create 7844352 Facebook as Supported Browser 2019-01-21T14:20:32Z 2019-01-21T14:20:32Z Wayne Rowe wayne_rowe_f50b4ij7ps3tk We utilize Facebook for events and cannot put a link to register within Facebook because when someone clicks on it we get the error about the browser not being supported and I’m sure it’s because it’s being opened within the Facebook app. I understand why there are some restrictions on the browsers, but the Facebook issue is a biggie for us. For our latest event, I had to post the link to Realm for registration and specifically ask that attendees copy and paste that link in their browser since Facebook is not recognized as a supported browser for Realm. It got a little confusing for some folks and we missed some registrations because of that specifically. This is only an issue when someone is viewing the event on their mobile device, but I would say people scan Facebook and events more so on their mobile device than they do on their computer or laptop. My suggestion is to somehow make Facebook a "supported browser" so that individuals can easily register while researching the event in Facebook on their mobile device. idea 0 1 1 create 7828820 Auto Event Notification and Reminders 2019-01-21T01:45:11Z 2018-12-12T16:28:42Z Alisha Braxton alisha_braxton It would be great we had the option to automatically send meeting reminders for events. Currently if a meeting is schedule as a one time or recurring event, the group members only receive the first notifications. They don't receive any reminders as the date approaches or for the next occurrence of the event. The Group leader has to send out a reminder.<br /><br /> Adding the option to determine the frequency (date and or time) reminders are sent. If the meeting is recurring, a notification should be send automatically within a certain time frame of the meeting date or time. idea pending 3 5 6 comment 7842443 Saved report no longer valid error 2019-01-20T20:21:26Z 2019-01-16T18:31:18Z Kristi Martin kristi_martin_10bde5mmvvgwd For some reason this morning when I try to run a query&nbsp;report that I have in "My Saved Reports" area, and ran as recent as last week I am getting the error, "This report has changed and may no longer be valid. Please&nbsp;<a alt="" href="" name="" rel="nofollow" target="" title="" type="" value="">review</a>&nbsp;the report before attempting to run it."&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" />When I click "review" it only loads to the "Unexpected Error" page.&nbsp;&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" />Has anyone had this issue?&nbsp; It a query which generates a list of all of our members and regular attenders and one that I use to generate a print directory.&nbsp;&nbsp; idea 3 4 1 comment 7677220 Additional Event Functions for Group Leaders 2019-01-20T19:47:17Z 2018-01-29T17:21:20Z HaroldW haroldw 1)&nbsp; Group Leaders want to be able to add past events.&nbsp; I have a couple of folks new to Realm (and very gung ho).&nbsp; They would like to add past events and transfer paper attendance records to Realm.&nbsp; I know the Admins can do this but shouldn't have to.<br />2)&nbsp; Currently Group Leaders do not have a simple way to look at the events for their group whether past or future.&nbsp; Most Group Leaders will be working from their Group's home page most of the time.&nbsp; They either must go to the Events page and look through the events to find their Group events or click on the attendance tab to see what shows up.<br />Thanks.. idea pending 3 3 4 comment 7489040 Permission for non-Admin access to Change Log 2019-01-20T18:57:47Z 2017-03-31T15:01:00Z Cory Rush cory_rush I need to be able to grant access to the Change Log for users that do not have access to contributions and pledges.<br /><br />The Change Log is an extremely useful tool for understanding what has happened on someone's record, but currently one has to have Administrator access to see this. Unfortunately, there is no "Administrator Lite" permission for access to admin functionality that is not tied to contributions and pledges.<br /><br />If the concern here is that there may be changes to contribution or pledge information in the Change Log, then the ability to see those specific changes should be restricted based on the user's permission to "View Individual Contributions" or "Enter Pledges". All other changes should be visible. idea pending 3 4 4 comment 5mt