Topics in Realm Enhancement Community 1970-01-01T00:00:00Z 1553 38 1477 29 0 316 7693319 We need to be able to enter a negative invoice (credit memo). 2018-06-22T18:54:18Z 2018-02-24T20:18:19Z Sarah Hoelscher sarah_hoelscher idea 77611 77611 8 7 6 comment 7583163 Missing address, line 2 2018-06-22T16:30:16Z 2017-08-30T01:17:40Z Rochelle Coley rochelle_coley There is not supposed to be an address in line 2 and this error appears. It is not listed in support. More than half of my unrecognized addresses have this error. problem 68002 68002 complete 8 8 4 comment 7470883 Registration Events - open to all church or limited to a Ministry Area/Group 2018-06-22T16:06:32Z 2017-03-07T01:31:15Z Justin Lane justin_lane_4priwp3xnw0d4 Recent features for registration events are great to have. I'd like to see the ability to target a Registration Event at a specific Ministry Area instead of defaulting to all church. Our youth and student ministry have a ton of events every month for which they need to register and typically make a small payment. Because group events don't allow the director to configure event payment, we need to use a Registration Event which then clutters up the events list for everyone in the church. I think we can tag a registration event but there is no way to filter out events in the list with the tag. People are already expressing frustration with the growing amount of unrelated items in their event lists. idea 63393 63393 pending 23 28 31 comment 7754045 Do not automatically "activate" people who contribute to our parish - that are not already registered members. 2018-06-22T16:04:23Z 2018-06-22T16:04:23Z Melissa Linderman melissa_linderman It is great that we can now post contributions for "inactive" profiles, without first going to the profile and reactivating them. <br /><br />However, <b>I need these profiles to remain inactive</b>. Posting the contribution reactivates them automatically. Most of these people have officially left our parish, but may be in town visiting family or are here only a couple months of the year.&nbsp; In addition, I may need to add a new profile for a first time visitor. I do not want this profile included in the database as an "active" member until I change their status to "member" myself.<br /><br /><b>Reactivating them causes two problems:</b><br />1. It adds an additional household to the number of families listed on the Reporting Dashboard.<br />2. It really distorts all of our statistical reports. (everything from family size, ages ranges, group involvement, etc)&nbsp; idea 0 1 1 create 7753591 We would like the ability to create a Custom Query using the Memo field in a Non-Cash Contribution 2018-06-22T15:55:58Z 2018-06-21T17:01:13Z Linda Howard linda_howard_iwrdzrn1bwh1s We would like the ability to create a Custom Query using the Memo field in a Non-Cash Contribution.&nbsp; Currently there is no way to do a Custom Query on the memo field for non-cash contributions.&nbsp; I can run a Detailed Giving Report but can't filter it on the memo. idea 2 4 4 comment 7754012 Registration Event time frame 2018-06-22T15:05:58Z 2018-06-22T15:05:58Z Lisa lisa_loseke_g2t1b19wk7xya This is a small detail, but it would be nice if the time frame on an event description that is the same day would say, "July 8, 2018 (6:00PM - 8:00PM)" instead of "July 8 (6:00PM) - July 8 (7:30PM), 2018. Having the date twice is unnecessary and too "busy", plus the year at the end is just a weird order. idea 0 1 1 create 7723454 Would like advance notice when export formats change. 2018-06-21T20:40:15Z 2018-04-19T18:16:44Z Jesse Pirocchi jesse_pirocchi We use .csv files produced by Realm to populate Microsoft Access and produce custom reports. In the April 11th Realm release, the order and names of some of the columns in the .csv files were changed, breaking our Access process. Although there was a general statement in the release notes about query enhancements, there was nothing to warn us about the column changes. Would like to get better advance notice on things like this.<br /><br /> Details of the situation:<br /><br /> After running a saved report, and downloading it to a .csv file, the differences are:<br /><br /> Field names changed - for example, 'Group' changed to 'Group 1' , 'Roster Type' changed to 'Roster Type 1', etc.<br /><br /> The order of the fields in the downloaded .csv file changed. Before, the order was name fields, ministry fields, profile fields, address fields. Now it is name fields, address fields, ministry fields, profile fields. idea pending 3 3 2 comment 7753603 DASHBOARD to be accurate count of children in the department 2018-06-21T17:35:34Z 2018-06-21T17:35:34Z Kim Willey kim_willey_3d6ik19y0unhb Should allow removal of children from the dashboard in case of errors when checking in. Otherwise the dashboard is unreliable and cannot be used to accurately know which children are actually in attendance (not for attendance purposes because this can be corrected), but in case of emergency you could not necessarily rely on the dashboard as an accurate count of number of children in your department. idea 0 1 1 create 7753575 Add Custom Dates to Predefined Report - Pledge Campaign 2018-06-21T16:36:52Z 2018-06-21T16:36:52Z Linda Howard linda_howard_iwrdzrn1bwh1s We would like the ability to compare two pledge campaigns at a specific point in time for each of the campaigns.&nbsp; For example, if we are comparing our 2018 Pledge Campaign with our 2017 Pledge Campaign, I would like to see where each were at as of May 31 for each respective year.&nbsp; I would like the Total Pledge to be the annual total, and the Pledge Gifts to be a cumulative total through the custom date for each campaign.&nbsp; I would also like this report to show the comparison in columns, vs rows, by Giver.&nbsp; Thank you! idea 0 1 1 create 7753120 Recognizing LGBTQ (non-married) partner anniversaries under same list as married spouses. 2018-06-21T16:10:41Z 2018-06-20T18:52:37Z Matthew Bauhof matthew_bauhof I am the Associate Minister of Plymouth Church UCC in Shaker Heights. As an Open and Affirming congregation we have a large population of people in the LGBTQ community. A lot of couples in that community are not married with a spouse, but are partners in committed relationships that mark anniversaries. The problem I have with the realm system is that if you are not married with a spouse, you cannot mark an anniversary in the same way as you can for a married couple. This means when you search for anniversary information, they only draw the married spouse anniversary, without being able to mark the partner anniversary. <br /><br /> The message this sends to those couples is that their relationship is not as valid or official. This is not true. Our church software must be able to recognize these relationships in the same way as a married couple. idea 1 2 1 comment 7753544 Sortable Marriage Dates! 2018-06-21T15:31:45Z 2018-06-21T15:31:45Z Cheryl Kulas cheryl_kulas Hoping there is some traction on the ability to sort marriage dates. There is no good way to search one anniversaries for next week. Query does not work with ignore year. If you query for the entire month ignore year works but the column is not sortable. This is a weekly request from the senior pastor. idea 0 1 1 create 7753521 Add Hours duration to Pathway steps 2018-06-21T15:02:03Z 2018-06-21T15:02:03Z Darren Freeman darren_freeman_hru2lm31osy4x We have several pathways, that we would like to track the progress within a day as they may require immediate actions. It would be helpful to have an option on step duration's drop down to be hours.. For example many times in bereavement we want to send someone to visit the family within the same day or evening.. it would be helpful to have the option in pathway steps to use hours. idea 0 1 1 create 7753495 Past step participants 2018-06-21T14:02:24Z 2018-06-21T14:02:24Z Christine Nicosia christine_nicosia I would like to be able to see a list of those who have completed one particular step in a pathway. (ex. Assimilation Process of unordered steps... I would like to see just those who have attended a membership class) idea 0 1 1 create 7695838 Why does privacy set to group leaders mean ALL group leaders 2018-06-20T21:11:28Z 2018-02-28T21:59:57Z Jesse Pirocchi jesse_pirocchi One of our groups is pretty privacy-sensitive and asked whether other group leaders can see the members of their group. I said no, so long as their group members have their privacy set to groups + group leaders + staff, only the other members and THEIR group leaders would be able to see them. Testing just now and talking to support disabused me of that - "group leaders" means ALL group leaders in the system. Not sure why that makes sense if the goal is privacy control in the hands of the user. Seems strange that a user would say, "Oh, if I select group leaders, a bunch of people I don't have any relationship with will be able to see my information. Just what I want." idea pending 6 9 7 comment 7753166 Archive old Registration Events for Predefined Reports 2018-06-20T20:48:12Z 2018-06-20T20:48:12Z Lynnette lynnette7 I was very excited to see that ACS had created a predefined report for Event Payment Distribution.&nbsp; This finally offered a simpler way to determine how to properly post payments in GL and Accounting as well as pull other information needed for events. &nbsp; While I am very appreciative of these reports, the criteria do not allow for filtering so if I am looking for a specific event I must scroll though ALL the events, current and past, to find the one I am looking for.&nbsp;<br /><br />Currently, I have events that happened two years ago in the list.&nbsp; We are just beginning to use Realm Events for Women's Bible Study Registration.&nbsp; We run approximately 5-8 different studies for 3 sessions a year.&nbsp; That is at least 15, and potentially 24. &nbsp;<br /><br />Now let's fast forward 2 more years.&nbsp; We are at up to 48 Women's Bible Study events, then add to it all the Youth events and other assorted events.&nbsp; Pretty soon I will be scrolling through potentially hundreds of events to find a specific one that I am looking to pull for a report.&nbsp; This is not sounding fun at all.<br /><br />I would like to see some sort of filtering system that only will list those that are current, but also have the option to include past - as occasionally that report may be needed at the conclusion of an event. Another option may be to only show those that have had activity in the past xx days, again with the ability to broaden the list when it is needed.&nbsp; As it is, this report, which is awesome and very helpful, will become VERY clunky to produce quickly as we use the Registration Event capability more and more. idea 0 1 1 create