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Add Constituent Security Group field to enhanced revenue batch template.
Constituent Security Groups (CSG) identify constituents as 'belonging' to USA, Canada, etc. Global changes are available to assign constituents to applicable CSG. And the constituent will inherit the CSG of the user that adds the constituent. But ...0 Reviewed: Voting Open
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Add editable terminology on registrant seating
Functionality around seating can be used for multiple activities which is good, however on the highest level you cannot edit the names e.g. it must start with seats. When you move to a lower level you can then edit and change this to for example b...0
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add the registration type and options fields to a registrant batch
We would like the fields of registration type and options to be within a registrant batch as we would like the facility to bulk update the type of registration i.e. going from a standard entrant to being part of a team. You can currently do this ...0
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Asking which household member should be the event registrant when you add households on the fly
When you try to add a already created household as an event registrant the system asks the user to choose which household member is registering for the event because households cannot be an event registrant. But, when you add a household on the "F...0 Will not implement
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allow the use of operators in Ad-hoc Query fields like ZIP code to create compound fields for consideration
I have a list of 30 zip codes (5 digits only). Instead of doing 30 separate entries of the same field (ZIP begins with), I'd like to be able to paste the list in separated by some sort of character that indicates the "OR" logical operator, saving ...0
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Need Designation Search/Sort Mechanism on
After using the the "Add multiple designations" icon off the campaign screen's designation tab to perform bulk load of designations, need ability to go to the "Edit designations" icon and then sort the designation IDs in order to find one, two or ...0
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Add tribute search by look-up id
During batch entry, we'd like the ability to search for tributes (in the tribute search screen) by look-up id.1 Reviewed: Voting Open
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Show Related Staff (added via Purpose>Related Staff) under Constituent>Relationships
We enter all kinds of relationships under Purpose>Related Staff. We would like to see that relationship appear as a separate section called under Constituent>Relationships.0
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Have the ability to link to an event right from an interaction or stewardship step
I am working with Arthritis Foundation and they plan to use the Event field in interaction and stewardship steps. It would be helpful if they could link right to the event from the interaction. Right now some other fields on the interaction are cl... -
Total Giving Summary avialable for each donor on BIO1tab and GIFT1 tab
have the total giving summary for a donor clearly indicated on the BIO1 tab and the constituent "look up" option when it pulls up the donor name. This total also needs to be seen when doing BATCH gift entry, so we know if they are a recurring dono...0