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Add the department field to the business tab in the add an individual form
Currently most employed constituents, linked to organisations, will need to have a job title and department defined. The business tab in the add an individual form currently only shows job title of these 2 fields which means that the record needs ...0 Will not implement
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Allow the application to successfully interpret Word quotation mark/apostrohe formatting.
When copy/pasting a constituent name from Word that has an apostrophe (e.g. O'Donnell) into a search field, the application does not interpret the Word formatting and returns no results. This can cause duplicate records to be created.0 Will not implement
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Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual. -
Constituent's Membership ID displays next to Membership name in a Membership Search.
In Smart Client, when doing a Membership Search, the resultant page displays the constituent’s Membership ID next to the name of the Membership, which can be misleading. -
Ability to search via Volunteer Types
It has been identified by users of the Volunteer module at Oxford that there should ideally be a way for searching on a Volunteer Type within the Volunteer Search form. As it stands, you can only search by a Volunteer name for example Joe Bloggs...0 Will not implement
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Only allow staff or volunteers to be owners of interactions
At the moment when you wish to 'assign' an interaction to another staff member you can just fill in their name and it will show up in their pending activity. When this person has a generic name such as John Smith, you're likely to find a dozen of ...0 Will not implement
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Ability to Copy Name Formats form a Constituent Record
In order to use the name formats in a one-off scenario on an individual constituent record, a user must export the name formats to excel or type them in manually to the document. It would be beneficial to have the ability to copy the name format ...0 Will not implement
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Select and Delete Multiple Address Records
Exact and effective duplicate address records exist within any large database. It would be useful for data entry staff to do direct entry cleanup of records more easily. Instead of clicking each address individually and deleting it, it would be qu...0 Will not implement
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Insert a start date for new addresses being created from Address Finder
Currently, new addresses that are being created from the Address Finder process do not have a start date. These addresses only have a create date. We would like to either be able to choose a date that is used for a start date or have the "create d...0 Will not implement
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Move the Help button on the top right of the user interface
Most of the time the Help button, on the top right of the screen, covers up the 'more' double arrow to view other tabs. Its Just Really Annoying!!1 Will not implement