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allow member searches using constituent IDs
When you are searching for constituents in the Membership program, you can use the Membership ID or their first and last name, but not their constituent ID, which is how our Records folks search most often.0
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Change the searchlist in the 'Related Staff' Add and Edit forms
When i view a Purpose under Fundraising, there is a 'related staff' tab. The add and edit forms use the older Constituent Search searchlist, but it would be better if they used the newer "Constituent Search by Name or Lookup ID" searchlist (ID fdf...0
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Constituent Search: Exclude inactive Code Tables
Values that have been marked inactive still show up in places like the Search Screen. We would like inactive values to not show.1 Reviewed: Voting Open
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Add Reason field on Education Status when status is incomplete
In 2.9 the status of incomplete now removes the student constituency which is great. However, the REASON field only exists if the status = unknown and a REASON field should also exist if the status = incomplete.0 Reviewed: Voting Open
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have an export field for international address formats as they should be printed
A single address field made available based on the address formats set up in Administration, Countries and States, Address Formats, in Query, Export, Mail Merges. This would allow a single template for mailings rather than one for each differently...0 Reviewed: Voting Open
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Automatically update the "Related Address" Field when changing an address for an business.
When you update an address for an "Organization" record type account, automatically update the "Related Address" field on the "Organization Donor Proxy" record type contact.1 Already exists
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Tie a salutation to a constituent (fundraiser)
I need a way to tie the salutation on the Names tab to a constituent (fundraiser). We need to be able to pull the salutation for a purpose into a Marketing effort and for acknowledgements. A file may contain multiple purposes so will need to pull ...0
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Allow users to search group and household members separately
When you are in a constituent search and choose "advance search options" it would be helpful if we could search household OR groups (not together).2 Reviewed: Voting Open
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Allow users to export a CSV from the batch area
It would be great if you can set up batch template and then have the ability to export the fields to a CSV. This would provide the user with a import template. -
Add the ability to move an 'Employment History' record from one relationship to another.
This would massively assist in the cleaning up of duplicate records (particularly Org records) as you cannot have duplicate relationships. Being able to move the job to a different relationship would make this very much easier.0 Reviewed: Voting Open