-
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
-
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
-
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
-
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
-
Change event registration payments to count as one application, instead of two, when only some of the registration counts as charitable giving
At present, if an event registration option has a benefit or a cost set up, payments for that event have two applications, one for the charitable portion and the other for the non-charitable amount. While understandable, this does throw off applic...0
-
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
-
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
-
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
-
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
-
Export feature does not export fields containing multiple values in batch
Go to a constituent record and add 2 addresses Go to a constituent update batch In the addresses field notice both addresses show when clicking in it Select Export Open the file and notice the word "addresses" shows and not the actual data.4 Reviewed: Need Further Info