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On Opportunity Unassociated Revenue Search form, allow multiple rows to be selected from the results
We'd like to be able to select multiple rows in the "Opportunity Unassociated Revenue Search" results list.0
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change the search form used on 'Add a Major Giving Prospect'
When using the 'Add a Major Giving Prospect' on the Prospect page, the search form that is utilized is a 'non-prospect search', which causes 'no results' to be displayed when searching for a current MGP. We would prefer the general consittuent sea...0
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display maiden name on the results field when using the Constituent search
could maiden name be added to the search results of the constituents search0
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Add constituent lookup-id/name joint search field to all constituent search forms in the system
On all constituent search firms, we would like to have the combined name/lookup-id field. Especially in the Enhanced Revenue Batch search so you can enter either piece of information. We would also like to add Consistency to all constituent searc...1 Reviewed: Voting Open
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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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Create organizational hierarchies including business units
It would be useful if CRM had an overarching organizational hierarchy built into it that united data from multiple functional areas. The goal would be to give a single manager (or executive) the ability to track all the staff, fundraisers, events ...0
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Fix the tab order in the Add Interactions screen
In version 3.0, the tab order jumps all over the fields in an illogical order. This makes it difficult for users to enter interactions with efficiency. In v2.91, the tab order used to proceed down the left column before moving over to the right.0
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next/previous interaction button
It would be good to add a next/previous button on the interaction view screen so that users can toggle across an interaction history without clicking out of one interaction and then into another.0
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restrict the adresses options that are available in mailing preferences to only show addresses that do not have an end date.
If I add a mailing preference for a constituent, I am presented with every address that is on the constituents contact tab, even if it has an end date. The only ones that do not appear are addresses that are flagged as "do not contact". Addresses...1
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Address Fields - Add Property Name field
We have a number of addresses with a Property Name that has been supplied by the constituents. If this information is present, it indicates it has been supplied by a constituent to us or we have a personal relationship with the constituent to know...