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Have one button for all acknowledgement letters
In RE there was one button and all acknowledgment letters would process together. In CRM, you have to remember which letters were chosen in each batch and then run the process one time for each letter. This is cause for error in missing letters an...0
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Expand Default Designation Functionality from the Appeal -- allow for split designations & default into batch with revenue entry
We have a number of instances where revenue to certain appeals should be split amongst multiple designations - ie. 20% to designation 1 and 80% to designation 2. We'd like to specify default designations &percentage of split at the appeal &...0 Reviewed: Voting Open
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add a 'Go to' button on non-revenue batches.
Currently, revenue batches allow you to pull up a constituent record. It would be nice if our data team could pull up constituent records while looking at profile update batches from BBIS.0
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Improve compression to increase volume of R68 submissions to HMRC
Currently the online submission xml file has a limit of up to 500K claims accepted within one file. There is an approximate 25Mb size limit on the xml file, although this is not a hard limit and will offer a little give. E.g. NDCS processed an 8...0
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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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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...0 Reviewed: Voting Open
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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
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Add a way on the CRM front end to see if a token is valid or not before proccesing the card
It is inconvenient to have to edit the card in order to see if the token code will be valid or not once processed for payment0