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The ability to add relationships organization to organization in an update batch.
Currently, relationships between individuals and individuals and organizations can be added in an update batch. It would be good to also be able to add relationships between organizations.3
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link a vendor record in Comms and Marketing to a constituent record
Vendor records should be linked to a constituent record in CRM so when an address and other details are updated in CRM they are reflected in the vendors area in communications and marketing.1 Will not implement
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Ability to add an interaction to all individuals in one group or committe
It is very time intensive to add interactions to each individual in the group or committee separately. Would be much more efficient to be able to add to all individual records at once.1
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Allow for interaction attributes to be added to the Add StepForm.
Currently there is not a way add an Interaction Attribute to a step using an Attribute Form Extensions. This functionality exists for adding an interaction itself but not for a step even though a step is considered an interaction.2 Reviewed: Voting Open
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Allow the option to dissolve households when one member is deleted as part of a constituent merge
My organization would like to have a household dissolved if we delete one member of the household. We use the merge 2 constituents task and we are left with a number of one member households when we use the option to delete source constituent. Hav...0 Reviewed: Voting Open
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Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...0 Reviewed: Voting Open
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Info Library - Make search and selections on left pane sticky
The Information Library Search and Search and View Options (on the left side of the information library) would be more useful if they were sticky. It adds time to have to re-enter them every time you leave/return to the screen, and then wait for t...2
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Allow sorting of Interactions that happen on the same day
We often have outreach and disqualification in the same day and we always want the disqualification come later so it is the most recent interaction. Currently, sorting can be done by date but when two are entered in the same day the first one ente...0
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Make the Research Details field queryable
I'd like the ability to query on text saved in the Research Details field. Right now that field is not available in query.0 Reviewed: Voting Open
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allow constituents to be added to committees multiple times
There are some constituents that may serve on a committee for a while and then rotate off. At a later date they may rejoin the committee. Although we can track some of this via roles, we'd like to be able to readd the constituent to the committee ...0 Reviewed: Voting Open