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Owner field does not auto-populate for Write a Letter Interaction
When the Constituent "Write a Letter" feature is used no Owner data is populated on the auto-created assocaited Interaction0
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Auto-populate add form when no search is found
When searching for a constituent, and no constituent is found, a user is directed to click 'Add'. It would be nice if the search fields that were populated were already populated on the add form.0 Reviewed: Voting Open
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Add Tab in Edit Address window that allows users to select any or all members of a Household, Group or Organization to apply changes to.
Add a tab in the Edit Address window listing all members of a Household, Group or Organization giving the user the ability to select via a check box specific members or all members to apply the address change or new address to. In some circumsta...0 Reviewed: Voting Open
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implement user defined constituencies permissions
At the moment permissions can only be set for system defined constituencies. Could this be extended to indvidual user defined constituencies (similar to attributes)?0 Reviewed: Voting Open
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Create a batch merge feature so users can import files with both the target and source records, and then merge them at once.
This would be helpful when the source and target records have already been identified for a large number of records.0 Reviewed: Voting Open
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add functionality allowing the ability to import notes to interactions
My organization would like the functionality to import notes to interactions. Additionally, it is important that the import cause the 'Documentation attached' checkmark to appear on the Interactions summary page.0 Reviewed: Voting Open
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build an optioni to restrict file uploads to specific (and safe) file types.
Please build an option to restrict file uploads to specific (and safe) file types. Also, for any file uploaded, it should be checked by anti-virus software. It is on the Documentation tab for Constituents.0 Will not implement
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Allow the constituency major giving prospect to be given in bulk without needing a prospect plan
My organization would like to assign the constituency of major giving prospect without having to add a prospect plan. That is possible on a constituent's record but the only way to accomplish this in bulk is the "Add prospect plans process", which...0 Reviewed: Voting Open
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Create a functionality that would remove deceased individuals from research lists if checked
Add a checkbox when creating a research list - "automatically remove deceased individuals? Y/N". This way if someone uploads a selection that contains deceased IDs in order to populate a research list, the deceased individuals won't be screened. A...0 Reviewed: Voting Open
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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