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Allow a pair of constituents to be flagged as non-duplicates
There are some records that have been paired that we know are not duplicates, nor are they relatives. We would like to prevent these records from popping up on future Find Duplicate records process. We can’t remove them from the process, because o...3 Reviewed: Voting Open
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Add Job Title to the Relationship Information
A number of our contactable constituents have multiple employment history records which it is important to keep. This includes a number records where the individuals have multiple current employment records. It is really important for us to be abl...1 Reviewed: Voting Open
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Add better search functions to lists eg MarComm>Export Definitions
This is common across the whole of V3 and this is just an example. With the introduction of page veiws you can only see 25 (?)items per page, We have 349 Export Definitions and therefore seraching for an ED requires you to randomly select a page u...0
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Be Able to Query Previous Members of a Group or Committee
There is no way to pull previous members of a group or committee when using Query because the marking of former member is only used from the Group side of the system. We have to be able to mail to former members of a group form the Constituent Mar...0 Reviewed: Voting Open
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Display primary contact for organization on the Constituent Summary Profile View Form
We would like to see the Primary Contact for an Organisation is the Constituent Summary Profile View Form - to assist in quickly identifying the contact. This would be similar to showing Household information for an individual in the same form.0
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Allow organizations to have multiple aliases of different types even if the text is identical.
At times it becomes necessary to record multiple aliases for an organization, where the text for the different alias types may be identical. For example a corporation/university has several departments/colleges that would like to include XYZ Organ...0
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Organisation Summary Tab,
Organisation Summary Tab, to be available, the same as for an Individual.0 Will not implement
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Allow the Constituent Search to be extended through the SDK
Not looking to add new fields, just to be able to change defaults and customize the interface. I have a client that would like name criteria to be filled in when searching, and would like "Check Alternate Lookup ID's" to always be checked.0 Reviewed: Voting Open
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allow the ability to edit the Interaction Status code table
There is often a need to track other statuses that are more granular than the options offered e.g. 'Called' and 'Not Called' following a telephone campaign.0 Reviewed: Voting Open
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Make drop-down boxes automatically resize to accommodate largest list item
We have a lot of long names (sites, awards, attributes) and the drop down box is far too small to accommodate them so you have to hover over the name and wait to make sure you have selected the correct one. If the drop down box could be made large...3 Reviewed: Voting Open