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add the ability to run the Prospect Profile report for households
We keep financial data at the household level so the prospect profile report doesn't work and the constituent profile report will not show data from Wealthpoint because data in wealthpoint is at the name level. We have to manually enter data to ge...0
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Datalist View - Collapse and show on one page
When you are looking at a datalist and you collapse the groups, it would be great to be able to see all the group headers on one page. Right now you have to scroll through each page to see the group headers Example #1: Sort Uncommitted batches by...0 Reviewed: Voting Open
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allow users to customize the individual name display (the name that displays on a record)
It would be great if a person's record displayed his or her name as he or she likes it. As it is, if one constituent record displays a middle name, all need to display the middle name. Or not. We would love to be able to decide on an individual ba...0
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Tie security to position in the org hierarchy
Granting users permissions is a manual process. It would be more efficient to automatically grant CRM users permission based on their position in the org hierarchy.0 Reviewed: Voting Open
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Change the security settings for the Group Summary data (Households)
The Constituent Group Summary View has both group information and revenue summary embedded in this form (one permission controls this, Constituent Group Summary View) with 4 separate summary tiles . The form then imports two datalists, which have ...0 Reviewed: Voting Open
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Create a default interaction list per Fundraiser.
Many of our fundraisers only use the same interaction category and subcategory and other parts of the interaction over and over and over. They would like to set it up that it is pre-populated for them with those fields when they do data entry. It ...0
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Add Solicit Code Fields or Configuration to the Constituent Update Batch
My organization would like the Constituent Update Batch to have the functionality to add solicit codes. Presently, the Constituent batch has this configuration but the Constituent Update Batch does not; but it would be handy for us to import solic...0
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Address Summary tile shows former addresses
The address tile shows former addresses, while the contact tab give you the option to show or hide former addresses on the constituent record. There should be a way to hide the former addresses from the Address summary tile0 Reviewed: Voting Open
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Suggestion to add Revenue Handling with Merge Organization functionality
Was surprised to discover that the "merge organization" tool which allows the simulation of real-life acquisitions or mergers between companies *does not* include the transfer ofrevenue from the company/(ies) that will no longer exist to the compa...1 Reviewed: Voting Open
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Allow more flexibility with sticky search functionaity
Sticky search is great... until it isn't. I would like to see a few things: Allow the user to turn it off as an option on their profile. In areas where Constituent Search is used, there are times when the context of the search should override the...0 Reviewed: Voting Open