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Add hyperlinks to the constituent through custom email alerts
In email alerts we want to notify when a donation has been made so a thank you letter can be sent. Instead of adding the full address we would like to have a hyperlink to the constituent so the recipient could go directly to the constituent inform...0 Reviewed: Voting Open
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Add spouse LookupID in revenue batch "Constituent Window".
Adding the spouse LookupID to a revenue batch would allow our accounting team to easily identify the exact spouse record and then apply spouse credit to the appropriate record. We're aware of the "Constituent Window" and Household member informati...0 Reviewed: Voting Open
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Add fields to Relationship Import in Constituent Update Batch
Oftentimes employment data comes in after the Constituent has been established. You can import a business relationship via Constituent Update Batch but you cannot import values for the employment history such as Job Title, Department, etc.5 Will not implement
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create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...0 Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)3 Reviewed: Voting Open
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Load existing attribute data in revenue update batch
In revenue update batch, existing data of an attribute is not loaded when a revenue record is added in the batch. If the exist data is loaded, it will help users to update the attribute much easier.0 Reviewed: Voting Open
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Allow us to query constituent batch number
We need the ability to query on constituent batches just like we can on revenue batches. We enter multiple batches during the day and need to be able to pull the data from only the one batch number.0 Reviewed: Voting Open
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Add a way to grant all feature permissions at once, rather than having to "Grant all" for each folder
Many users create a role with all feature permissions granted as a way to troubleshoot missing permissions. However, it's very time consuming to create an update this role - we have to click "Grant all" for every node/folder in the list of Feature...0
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Global changes needed for Volunteer area
We would need the following global changes to manage volunteer data, this is due to GDPR. - Inactivate volunteers in bulk - when volunteer has not been active for a certain time we need to end the volunteer constituency and volunteertypes in bul...0 Reviewed: Voting Open
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Allow viewing of hidden information in batch (especially BBIS batches)
Moderately often, we get errors when validating or committing batches from BBIS, concerning hidden fields which are not visible in the batches, e.g., addresses in BBIS membership batches. It can be extremely difficult to guess what data is hidden ...2 Reviewed: Voting Open