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Change export to csv to not drop leading zeros from numbers
No description provided2 Will not implement
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on Model Scores and Ratings, add checkbox to "Add a model scores and ratings attribute" to add to spouse
On Wealth and Ratings Page>Model Scores and Ratings – Add a model scores and ratings attribute – give us a checkbox for “add this attribute to spouse.”0 Reviewed: Voting Open
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add a flag on notifications when a document is attached
When viewing an interaction, it would be helpful to have a flag in the header information to let the user know that there is/isn't a document attached. As it currently is, the user has to click on the documentation tab for every interaction, just ... -
Import Gift Aid declarations independently of revenue
Currently we are only able to import Gift Aid declarations via batch where the declaration is made with a payment, however we are not able to import declarations when there is no gift, for example where we send out a mailing requesting a declarati...1 Reviewed: Voting Open
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Enhanced Revenue batch - Auto-apply
While the commitment auto-apply functionality is working as intended not enough thought has been given to the users who enter 100's of items at a time. In the ERB if the amount entered equals one of the commitments for a constituent then the Comm...0 Reviewed: Voting Open
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Allow the Constituent Search to be extended through the SDK
Not looking to add new fields, just to be able to change defaults and customize the interface. I have a client that would like name criteria to be filled in when searching, and would like "Check Alternate Lookup ID's" to always be checked.0 Reviewed: Voting Open
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constituent merge
Allow a configurable item for Attributes to include: "exclude duplicate attributes"0 Reviewed: Voting Open
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workflow - allow users (developers) to deploy workflow to DEV and STAGING
WORKFLOW - allow users (developers) to deploy all parts of a workflow to DEV and STAGING environments.0
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Allow fields to be added to Batch Export files (for uncommitted batches) or include information in Revenue Details like Recognition and Tribute information
My organization would like to add fields to the batch export files for uncommitted batches. Currently, when exporting a batch, the fields in the file match the fields in the batch's grid. However, we are looking to include recognition and tribute ...0 Reviewed: Voting Open
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Update dbo.V_QUERY_CONSTITUENTSOCIALMEDIAACCOUNT to include system fields
Update the dbo.V_QUERY_CONSTITUENTSOCIALMEDIAACCOUNT view to include the system fields: added by application, added by user name, changed by application, changed by user name, date added, date changed. The system fields for other constituent relat...0