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Create relationship end dates for a relationship on individual constituent records when household is dissolved
My organization would like relationship end dates placed on the individual records when a household is dissolved. That way we get value of tracking that these two constituents were together without having to manually enter end dates when they sepa...0
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Create a simple way to replace special characters
Sometimes special characters such as umlauts are included in constituent names and addresses. These characters cause issues in various reports and processes. The idea is to create a simple way to find and replace these characters in CRM.0 Reviewed: Voting Open
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Add the ability to Address Acceleration/Validation to bring in State house district or State senate district information
It appears that Address Acceleration/Validation brings in Congressional District information but not State house district or State senate district information.0 Reviewed: Voting Open
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allow constituents without the staff constituency to be event coordinators
Temporary staff do not receive the STAFF constituency, so cannot be Event Coordinators. We have Temporary staff in a specific department who need to be coordinators. Currently there is no way to handle this.2
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Create a new Batch template for Educational Involvement import
We would like to use Batch to import Educational Involvements.0 Reviewed: Voting Open
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create a global change process that allows the creation of a constituent household record for two constituents sharing the same last name and street address.
We're looking for a tool that would allow household records to be built from a query selection. Currently, this can only be accomplished manually one constituent at a time.0 Reviewed: Voting Open
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Organization/Households - Populate NAME field
Organizational and Households Names do not populate in the NAME field.... this is challenging when attempting to have managed correspondence processes that include individual/organization/household records. Since organizations and households do no...0
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Add an "All Sites" option for interactions
We would like the ability to have an "All Sites" option for interaction on constituent records. This way an interaction could be added and viewed between different sites.1 Reviewed: Voting Open
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Planned Giver constituency whereby it is only automatically added to records
There is a defect with the Planned Giver constituency whereby it is only automatically added to records when at least one designation has been added against a Planned Gift and not at the point that the Planned Gift is created. In a majority of cas...1 Reviewed: Voting Open
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allow 'add constituent' permissions to be removed from Prospect Quick Search
Right now the functionality for adding a constituent is built into the Prospect Quick Search page, however, we need to be able to lock down the 'add constituent' permissions to our Research Team without completely disabling Prospect Quick Search.0