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Corporate Sturcture - order of organizations
No description provided0
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Change so you can do last name sort for commitee members
make the commitee name sort by last name reguardless of the name format0
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Allow End Dates on Grantor constituency to be manually edited
We would like to be able to manually edit the end date on a Grantor constituency. The constituency is auto-populated on the organization when we add a Grantor and we would like it to operate similiarly to Major Giving Prospect, although it is a sy...0
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Add additional application handling and/or error generation for business processes that encounter server/network errors (see text for error)
We were unable to Download any BBIS web transactions but did not receive an outright failure which would have helped in trouble shooting. BB dug into the logs and found error message: “request failed with an empty response”. This error message gav...1 Reviewed: Voting Open
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Sorting by constituent attribute in a Directory part
When you create a directory part based on a query, we would like to be able to sort by constituent attribute.0 Will not implement
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in 3.0, in batch, when entering an address, move the Validation message with the scroll bar
We used to be able to scroll the screen hoizontally and the Validation message would follow along with the scroll bar so that you wouldn't have to guess which line was in question. In 3.0, it doesn't move.0
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Add ability to use Address Accelerator in Constituent Update Batch
Currently unable to utilize Address Accelerator in Constituent Update Batch. For ease of entry, would like this functionality to be present so it will increase efficiency.0
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Create data add/update request functionality with a back end admin piece
Very few users should have permissions to add or update biographical, relationship, employer information, etc. on a constituent record in an enterprise system. Functionality should be added to CRM to allow users to request data additions and updat...0 Reviewed: Voting Open
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Audit Table - Provide more detail on "Insert" entries
When you open the audit tables, there is a hyperlink for the "updated" and "deleted" entries that shows changed by/date, pre and post values, and a record ID of what was changed (in the case of batches). It would be helpful if the same informati...1
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correct the bug which makes a "run as" transaction indistinguishable from a transaction processed by an end user
System audit configuration and reporting capability should allow an organization to ensure that activity conducted while using “Run as another user” capability can be identified and traced to a specific person in the event of an investigative revi...0 Reviewed: Voting Open