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Organization sort
It'll be great to have an "organization sort". If you have organizations like The Bill and Melinda Gates Foundation, we'd like to sort by the letter G in Gates, not B in Bill or T in The.0 Reviewed: Voting Open
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Not change primary address status when using "Copy address to household and members"
When adding a new primary address to a married constituent and using the option "Copy address to household and members", the spouse constituent will also get the new address as primary. Instead, could the primary flag on the spouse constituent be ...0
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Allowing fields to have dependencies in forms within BBEC
It isn't currenlty possible to configure forms within BBEC, such as the Individual, Spouse, Business Add form, so when a field is populated such as Email Address, the Email Type field then becomes mandatory also. Currently I wouldn't want to set E...0
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fundraiser
When you change the "Fundraiser" constituency it changes on the constituency tab, but should ALSO change pervasively throughout the system (the way that Major Giving Prospect pervasively updates throughout system when changed). (Submitted on beh...0
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former Major Giving Prospect should prompt user to renew constituency
When a constituent is no longer a Major Giving Prospect, the system should prompt the user before allowing any changes that would normally be made only to MGPs such as adding a plan. A prompt to either renew to MGP constituency or confirmation of ...0
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Allow sub-constituency value
I am submitting this request on behalf of Pat Nagaro (patrick.nagaro@elca.org) at ELCA. ELCA would like to have a way to build sub-values under a constituency. For example, they currently have a constituency type called "Rostered Leader" and they ...0
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Phone Finder - Add Start Date
When running a phone finder process, add a start date!0
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Spouse Copy Address not an option in Constituent Update Batch
I want to use a constituent update batch to add spouses to existing records but I can't copy the address to the spouse because the field "Spouse Copy Address" cannot be mapped to anything.0
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Import - Turn off Address Standardization
When you set up a new import (or batch template or import template), allow the user to check whether they want to turn off address standardization on the records (when address standardization is on for the rest of the system). When efforts are m... -
Entering duplicate registrants through batch should warn before you validate
When entering a registrant through batch, you do not get message letting you know that the constituent can't be entered more than once on an event until you validate. It would be great if this message appeared sooner, like right after you added th...0