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allow users to increase the number of rows that display in a batch
We would like to be able to change the settings so that more transactions show per page while you are viewing a batch.0
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allow users to assign code table entry permissions for address types
We would like to restrict which user roles can view addresses by address type. Currently users can see all address types. We would like the functionality that already exists for constituent documentation to be extended to the constituent address t... -
make it possible to set auto-match options on a site by site basis
We would like users to be able to set auto-match options on a site by site basis.0
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Allow import of new and existing records into batch
Allow import of new and exiting records into batch without overwriting critical pieces of information like last name.0
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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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Attributes in membership batch
Our organization was previously using revenue batch to process memberships before upgrading to 2.94. As of 2.94/3.0 attributes are not included in the membership dues batch. We' like to have this feature to store additional info pertaining to memb...0 Reviewed: Voting Open
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Edit Existing (not used) Import Layouts
Allow users importing data into segments the ability to edit existing layouts. When creating a new file, I flubbed the layout a couple of times and couldn't overwrite, inactivate any of the options so I had to keep adding new ones with slightly di...0
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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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Automatically add an end date on the primary business details of a constituent once constituent attribute "Career Status" is set to retired
Automatically add an end date on the primary business details of a constituent once constituent attribute "Career Status" is set to retired.0
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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