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Permit interaction import to Group (Committee) records with participants
We need to be able to import interactions to group/committee records and include one or more participants on those interactions. Within the same import, we anticipate multiple interactions being uploaded to the same committee record with a differe...1 Reviewed: Voting Open
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Allow to alter sections, form, used, datalists used under them, captions, actions of the sub-tabs under main tabs in alertpage xml functionality
We had to use xml.modify many times whenever there is new specs that were introduced in any SP and if we had something customized, and may want to replace back to product spec since resolved in SP. It would be great if we do not have to modify the...0
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Alter Page Header
Need the ability to alter page header using an alter page element. The page header can hold context links back to a different page and tab. This currently hard codes the linking between tabs, not allowing us to sub out one page for another without...0 Reviewed: Voting Open
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Add the ability to change priorities and sub-priorities associated to designations in bulk
In the situation where the organization may have hundreds of designations tied to campaign priorities/sub-priorities, it would be helpful to have the ability to change/replace those priorities and sub-priorities associated to designations in bulk.0 Reviewed: Voting Open
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Add a "Batch Exception" field to the Luminate Online Sync Process data list.
This would assist in reviewing outstanding exceptions for Luminate Sync Constituent Batches in one list instead of having to open each batch individually to see the exception message.1
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Change the way batch descriptions are stored so they consistently show up in query view
My organization uses revenue queries that output batch descriptions and we noticed that some batch templates show as having a blank description in CRM query view. BBIS Event Registration Transaction batches for example do not display a description...0
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Add Custom Email Alerts that will notify users if a certain process runs past a set number of minutes and/or if the processed surpasses a set number of records for a select process.
It would be a nice addition if Email Alerts could also be used to notify users if certain processes ran past a certain number of minutes and/or if the processed surpasses a set number of records for a select process.0 Reviewed: Voting Open
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Don't limit the number of characters for the mission statement on the EmailFinder opt out message
When trying to submit an EmailFinder search through Data Tune Up in CRM, you are required to put in your mission statement. Unfortunately the number of characters is limited and if your mission statement is more than 2 sentences you are not able t...0 Reviewed: Voting Open
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Add a global change that can change the alternate lookup ID types on constituent records
My organization has a selection of thousands of constituent records that currently have one alternate lookup ID type but need the type changed to another alternate lookup ID type (without changing the value). There are global changes to add and de...0
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create a global change that can remove smart fields from a constituent record.
Smart fields get added to a constituent record through an add or update approach but there is no way to remove them except individually. A global change would allow an individual to remove smart fields from constituent records when they no longer ...0