-
Create a new Batch Type for Educational Involvement OR Make the Educational Institution field not required in Educational History Update Batch
Feature Request: I would like to be able to use batch entry or batch import to add Educational Involvement data for constituents in without being required to enter an Educational Institution (which is not required on the one-off Add Educational In...1
-
Include System Constituencies in the Constituent History Report and CONSTITUENCYAUDIT table
We would like to have the Constituent History Report/Constituency Audit Table include the date the constituent receives a system constituency (aka system-defined constituency). Currently, if you give a constituent a user-defined constituency, that... -
Converting individual to an organization
I would like to be able to convert an organization to an individual when the constituent was entered incorrectly.33 Reviewed: Voting Open
-
Create salutations for households that can be exported for a mailing.
In Marketing and Communications, on the Name Formats tab form the Name Format Options page, it only allows you to setup one default household format. That one doesn't default to the Personal tab under Details on a Household record when it is creat...0
-
Ability to End date on single email address/phone
It's great that an end date was added to email addresses and phones! However, if it is the constituent only email address or phone the end date is grayed out. We may know that the email address or phone is no longer valid and not have a new email ...17 Reviewed: Voting Open
-
Adding future end dates to group members
Groups provide a great way to identify and manage small sections of the larger alumni base quickly. In particular, Oxford have found it useful to use the group function to keep track of donors who have made pledges for a set period and need to be ...23 Reviewed: Voting Open
-
Outlook integration
Provide integration with Microsoft Outlook for sending and recording of both emails and calendar Interactions. Need support for Outlook 2007 & 2010.4 Reviewed: Voting Open
-
Need to define the link between a Business Relationship and a Business Address
When a Business Relationship is added, the user has the ability to define an address. Once the relationship is saved, there is no apparent way to see which Business Address is related to which Business Relationship. There needs to be Business Name...6 Reviewed: Voting Open
-
Add the ability to merge duplicate tributes
We have many duplicate tributes and need a way to merge them and move the revenue to the merged record. We will not want to lose the history that indicates whether the tribute acknowledge was notified of the tribute.3 Reviewed: Voting Open
-
Allow users to select a do not mail reason for addresses with forwardable moves as part of the address finder process
Currently, when addresses are submitted to Address Finder (AF) and a forwardable move is not identified, the current address is marked as Do Not Mail (DNM) and given a DNM reason corresponding to the code returned from the NCOA system. (Configured...1