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add a commitment search field added to the enhanced revenue batches.
We would like to be able to open a revenue batch and have a revenue search field. This would search on the revenue ID. When the revenue is found, and selected the batch would populate the constituent name and commitment. Then the payment is applie...1
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enable duplicate checking when importing Finder Files
Currently duplicate checking occurs when importing acquisition lists only.1
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Search: Consistency in the use of wildcards
As a user, I would like consistency with search and when a wild card entry is needed. Some places require wildcard and others don’t makes training new users more difficult.0
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Make the Address on Constituent Data Hygiene more configurable
The Constituent Data Hygiene area casues standardisation on all parts of an address. We would like to be able to only affect the Street Type part of the address. or Last Word in an address line. Curently if the Address is "Mountain View Highway":...0
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Constituency Pathway Report
It would be really useful if there was a standard report set up where we could see how many of one type of constituency then went on to have an association with the organisation in a different area (and therefore be given another constituency) wit...0
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add the vendor constituency to all vendors rather than just event vendors
Currently, the Vendor constituency implies Event Vendor - when you click the Vendor constituency link, it takes you to the view for an event vendor. Thus, just adding the Vendor constituency does not convey sufficient meaning from the perspective ...0
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Make the school constituency visible on the constituent page
Please provide the ability to view a constituent that may also be a school in the same manner as any other constituency. At the moment, the only sollution is to create a user-defined constituency that would then appear as a duplicate constituency.0
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Add the ability to restrict access to certain Batch Templates with in the Batch Type that a user has access to
The ability exists to restrict access to different Batch Types, however there is no ability to only allow access to certain Batch Templates within the overall access to the Batch Type. This would allow admin to create roles that would allow an app...3 Already exists
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Batch View - Send users to view "committed" screen
Often when searching for a committed batch there is a desire to view the control report or commit details. In CRM when you search for a committed batch via batch search, you are sent directly into the batch with no ability to go to the commitment ...0
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Export Validation Errors in Batch
When you are working in batch and there are validation errors that do not allow your data to be matched against existing data (i.e. merged lookup ID is not matched against current lookup ID), we delete the rows; however, it would be ideal if we co...