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Make the field type of WebAddress available as an attribute data type
It would be great to have hyperlinks in datalists that contain revenue or interaction attributes. At present there is no option to choose WebAddress so we are left with a text field that you have to copy and paste into a browser instead of simply ...0 Reviewed: Voting Open
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Add an AddressFinder setting to ensure all constituents with a shared address have their address information updated
When we run the AddressFinder process, we are running into a problem where only some constituents with a shared address are receiving the update from AddressFinder. So, for example, prior to running AddressFinder, we may have a household and all h...0 Reviewed: Voting Open
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Have an option to make a copy of import file template
Add a Copy option for import file templates. This would be very handy when we are building a new import file template which is similar to an existing one. The copy should ask for the new import file and keep the field mapping where the fields are ...5 Reviewed: Voting Open
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Add a Global Change definition to Add/Delete Sponsorship Opportunity/Child Attributes
We have Attributes on the Child records, but cannot update these via Global change. We'd like to be able to manipulate all Child records the same way Constituent records can be handled in Global Change, Import/Update batches.0 Reviewed: Voting Open
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Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?0 Reviewed: Voting Open
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Allow batch template and import to update not just Deceased Date but also Confirmation and Source
I see that there is a DeceasedRecordFinder batch template with these fields are available but the Constituent Update batch does not allow for these fields to be used. If these were added this would mean we can easily update deceased data from exte... -
Identify and linkify related data on all screens in CRM
PLEASE PLEASE PLEASE assign someone to go through every CRM screen and identify where there is a data element (constituent name, designation name, etc.) that ties to another piece of data but is not a clickable link and have them turn it into a li...2 Reviewed: Voting Open
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import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records4 Reviewed: Voting Open
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Allow for multiple full and incremental duplication processes
It would be great if we weren't limited to one duplication process. We have a need for several different duplication processes and it would be great to set them up one time rather than having to change the one we have every time we need to run a d...1 Reviewed: Voting Open
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Add the option to ignore updates if data does not already exist to Constituent Update Batch imports
We would find it useful to have an additional constituent update option for constituent update batch and import to ignore incoming data if it does not already exist on a constituent record. Eg: the import file has an address, however, for this par...0 Reviewed: Voting Open