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"has responses" area on constituent communications
The "has responses" area only updates for Appeal mailings and general correspondence, but not for event invitations,you have to go to the event and registration area to see if any response has been received, whereas the natural place to look is un...2 Reviewed: Voting Open
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Ability to copy an interaction to one or more other constituents
Would like to be able to copy the Interaction to another (or multiple) constituents. Today, must use Edit mode to copy the details (in order to copy the interaction to another constituent).0
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Automatically Assign Batch Owner for Workflow States
We'd like the ability to be able to assign a default user for various batch workflow states, but give the current batch owner the ability to reassign if necessary. Our users have to pick the correct name and often times batches end up in the wrong...1 Reviewed: Voting Open
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Recognition Credit Amount Smartfield
Allow you specify recignituion credit types to be included in calculation AND use an application selection to base the smartfield on.0
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Constituent History
On the Constituent History feature on the constituent record, would it be possible to add "site" to the field type filter option so that we can filter on changes made to the security tab OR add site (from the security tab) as a reportable field.0 Reviewed: Voting Open
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Add functionality to credit card installments that would allow for an open dated remaining balance
Functionality that would allow users to set-up credit card installments for a constituent and then leave the remaining balance. For example, John Doe gives a pledge of $1000 and tells the organization he would like to charge his card $100 from J...0 Reviewed: Voting Open
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Allow change to original Transaction Currency on a Pledge
We actually receive a notable number of Pledges each year, where we need to change the currency on the overall pledge, not just on particular payments. Adding this functionality would save a lot of work for our Gift Processing team. Screenshot (wi...1 Reviewed: Voting Open
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Add an additional filter to Constituent Recognition Programs that will restrict the program to a selection of constituent records
Constituent Recognition Programs may need to be restricted to specific donors. The existing filters only apply towards revenue records and qualified recognition credits. It would be helpful to have a constituent-based selection filter similar to t...0 Reviewed: Voting Open
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Create a merge field for webform receipts that includes the text entered by a donor in the webform comments field.
We utilize donation webforms for online tributes, and we ask donors to enter the information about the tribute in the comments field provided in the webform. It would be great if we could then include those comments in the email receipt that is au...0 Reviewed: Voting Open
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Add the ability to add permanent 'honourary' members to Recognition Programs.
Our recognition programs often have members who are permanently part of the program whether they donated in a particular year or not. It would be helpful to be able to add them directly into a program but not have their membership lapse.0 Reviewed: Voting Open