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Allow a user-defined smart query to be copied
Allow a user-defined smart query to be copied or provide a save as function on the create smart query function so that when creating similar smart queries the whole definition doesn't have to be recreated. This request is an extension of functiona...0 Reviewed: Voting Open
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Address Standardization
When you run a global change (or when you are setting the original configuration) for Address Standardization, it would be helpful if: 1. Correct capitalization in name and address were separated into two options 2. Allow users to add values to th...0 Reviewed: Voting Open
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Deselect individual sites when the top level is selected in role assigments
When assigning roles to a user, if an administrator wants to add all sites bar 1 and click on the top level of the tree they are unable to deselect any of the sites below it. We would expect to be able to click on the top level for the colleges an...0
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Make CRM more consistent on returning you to the spot on the page, or particular page, that you were before an edit
Different areas of CRM often reload, returning the user to the top of the page instead of the section they were at after making a change. This happens with some types of data but not others. For instance, adding a SSN to Personal Information retur...0
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add search box and last run on date column to Queue processes page (similar to Information Library)
For organizations with many queue processes, adding a search box to allowing filtering queue list on queue name would expedite navigating through the list; last run on date column in grid would help identify queues that may be obsolete and could b...0 Reviewed: Voting Open
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Allow the addition of more constituent fields to the Revenue Batch Constituent Window
My organization would like to be able to add fields as needed to the Constituent Window in a Revenue Batch. For example, specifically we would like to add the Alias field but we think the ability to add other, related, constituent fields to that w...0 Reviewed: Voting Open
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Make @ValidateOnly flag fully supported for batch extensions
The @ValidateOnly flag can be used when building a batch in order to provide the end-user with in-row validation, using the "Validate" button in the UI. However, this feature is not officially supported in batch extensions - they require creating ...0 Reviewed: Voting Open
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have some global changes at the volunteer level
It would be helpful to make global changes in the volunteer area such as status changes to types where an end date has been applied1 Reviewed: Voting Open
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Allow other roles to access Page Designer
It would be very useful for roles other than System Admin would be able to use Page Designer. System Admin is such a big role and as you know, allows you to do basically anything and everything in the system. Having so many people as system admin ...1 Reviewed: Voting Open
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Enhance import selections to be populated by complex SQL
We have run into many query tool filter limitations, and one way around these limitations would be to populate an import selection with the results from dynamic SQL (insert into xxx select ID from table where criteria). The import selection could ...0 Reviewed: Voting Open