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allow Outlook calendar items to be sent to CRM
Our users are requesting a way to 'mark' Outlook calendar items so they are picked up by the 'Download Exchange Data' process and fed into CRM as a new interaction.0
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Indicate clearly in the constituent search screen whether a constituent record is inactive eg red text or 'inactive' next to the name
No description provided0
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Allow constituent duplicate search process to turn off matching via address
My organization has a number of constituent organization records without addresses that need to be merged. At present, the constituent duplicate search process won't pick them up because it requires the constituents have addresses. This feature wo...0 Reviewed: Voting Open
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Add the ability to record pronunciation of names
Like FB and LinkedIn, it would be very helpful to have a way for families / students / faculty to record their name pronunciation both at the application stage and in the system. It would allow us to truly know our constituents - and their preferr...0 Reviewed: Voting Open
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add a Fundraiser's pending activity/interactions for that week in an email alert
Currently there are several email alerts for when fundraiser activity is reassigned or changed, but there is nothing like a task reminder for upcoming interactions. We can't create a custom email alert because the expected date can't be used as a ...0 Reviewed: Voting Open
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Automatically remove Donor Constituency when pledge is written off in full
The Donor Constituency is automatically assigned to Constituents when a pledge is added. However if the pledge is written off in full (and there is no other revenue recorded on the Constituent's record) the Donor Constituency remains on the record...1
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Birthdate - Should not allow future dates to be entered
When changing a Birthdate or adding one, no one can be born in the future. We have negative age in CRM as the system does not prevent a future date when entering Birthdates. Personal Information should not be able to save if the Birthdate is in th...0
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Add triggers on Education remove to update name formats.
When using the out of box household name format option that includes the '76 year after the name, like example: (Mr. William H. Smith, '76 and Mrs. Margaret A. Adams, '75), the Household name does not update after an edit to an individual member u...0 Reviewed: Voting Open
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Add start and end time fields to the Steps of a Funding Request
Currently, it is not possible to add start and end times to the Steps of a Funding Request. Since this behaves much like other Interactions, it would be helpful if start and end times could be added to the Steps thus facilitating potential integra...2 Reviewed: Voting Open
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Vendor Search
When you add a new vendor into the marketing and communication "vendor" icon, you are forced to add a new vendor name in order to associate their specific sevices. If the vendor already exists it causes a duplicate in the system. It would be helpf...0