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Enhanced Revenue Batch - Designation Search V3
The designation search in Enhanced Revenue Batch populates the wrong field in the search box when you enter a designation that cannot be found. For example we have a lot of designations in the form 4-#C2156 to select this automatically in a batch ...0
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Remove Constituency Add Form link from the "Add User Defined Constituency & the Special User - Defined Constituency Assignment under Task
Our Fundraisers are not allowed to select the "Add User Defined Constituency" and I figured out how to remove this access for them by removing the "Constituency Add Form". But when the Fundraisers need to go to the Prospect Record, they should hav...0
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Add functionality allowing Global Data Entry Settings to be applied to Constituent Merges
When confirming a constituent is a duplicate in a constituent update batch, an enhanced revenue batch, or through the add constituent form, global data entry settings apply. One of the Constituent Update settings allows constituent names (if diffe...0
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Restrict Date for Completed Status Plan Steps and Interactions to the Current or a Past Date
Accepting future dates when adding/updating completed steps or Interactions causes data integrity issues which can negatively impact analysis of fundraiser activity (e.g. time period between completed steps). Descriptive reports meant to show curr...0
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Add functionality allowing all of an organization's addresses to be copied/updated to the organization's primary contact
When adding a primary contact to an organization, only the current primary address from an organization can be added to the primary contact's constituent record. If the organization has additional addresses added, those addresses are not copied ov... -
Have ability to use F3 key to copy spouse last name when creating new spouse/household record like in RE.
In RE you are able to use the F3 key when creating a spouse record and it will automatically populate the same last name without having to type it twice. Would be nice to have this feature in CRM.0
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Group Members Tab - Extended Search Fields
A few users have requested the ability to search for constituents by LookupID within a constituent group - specifically within Current Group and Former Group members.0 Reviewed: Voting Open
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send only new/updated calendar items from Outlook back to CRM
Right now, ALL Outlook Calendar items are sent to CRM every time the exchange is run -- even if there were no updates in outlook. Would like to have it recognize when the calendar items has actually been changed and pull only those, to reduce runt...0
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add flag for 'do not contact' when using Outlook Exchange Integration
When mapping information to Outlook from CRM it is not respecting the 'do not contact' flag in CRM.0
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Find a better way for us to re-order name formats. Having to click a new name format 100 times to get it to appear at the top of the values list is really, really tedius - nearly unacceptable.
No description provided0