-
Add yearly as a job schedule type
When scheduling a job, like a global change process, the only schedule types are One time, Daily, Weekly, Monthly, Start when SQL Sever Agent service starts and Start when the computer becomes idle. We need the option to schedule a job Yearly. We ...1
-
Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...0 Reviewed: Voting Open
-
allow the ability to customize the help files that were released in 4.0.
Currently the only way to customize the help files to include custom solutions or customer focused processes are to revert back to the legacy help files. Reverting to the legacy help files format means you lose some of the great functionality that...0 Will not implement
-
create a way for users to assign prospect funding interests in bulk via import
We need to add funding interests to multiple prospect records in bulk. There currently isn't a batch, import, or global change that allows us to accomplish this.1 Reviewed: Voting Open
-
Allow bulk update of a field in Batch
As per the Raiser's Edge, it would be very handy if there was an option in Batch to change a field in all rows of a batch, so that, for example, we could create a Revenue Update Batch for a group of records for which we wanted to change the Inboun...0 Reviewed: Voting Open
-
to have the ability to import Prospect Plans through the batch population process in CRM
it meay be usefult o have a way to get legacy info onto DARS, I was hoping there would be a way we could import it via batch, to import data against plans/in the plans area of DARS0 Reviewed: Voting Open
-
allow filtering on dates when creating an email alert instance
When creating an email alert instance (for example on marital status = divorced) we need to be able to create that instance so that it emails out when the date changed = this month or this week and not create a new instance each and every day. Ple...0
-
change the way names are displayed in Favorites if the name is edited on the constituent's page
Currently, if a user saves a constituent as a favorite that name shows on the Home Page under Favorites as the name displayed at the time of the 'save'. However, the name in the Favorites does not change if an edit is made to the constituent's nam... -
Allow us to update only the end date on a global change for a non-user defined constituency
We need to be able to update records with the same end date even though they may have different start dates.0
-
Have the ability to append constituent data through append batch
The Constituent Update Batch writes over the current data. An append batch could add to the data that exists. Example Interests may have several fields completed based on a certain time. Append interests with new information.0