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Build out "Out of the Office" functionality
Staff are looking for a way to notify staff when they are out of the office. For example, if a user submits a prospect research request, the "recipient" would like them to know they are out of the office and unable to respond.0 Will not implement
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CRM application user email address for email alerts
If a CRM application user is linked to a CRM constituent, use that constituents preferred email for email alerts.0 Will not implement
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Allow unused batch icons and buttons to be hidden
Service Pack 12 introduced a new feature into Enhanced Revenue Batch: "Capture Card Info" in the Revenue tab, which is the new integration with Bluefin® Payment Systems. If my organization does not use Bluefin or similar services, then this button...0 Reviewed: Voting Open
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Allow for the checking of duplicate bank institutions in batch
When direct debits come through batch, it would be better for data processing that bank institutions can be checked for duplicates & the details provided are accurate/have the correct format.0 Reviewed: Voting Open
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Global Change - Include Start Date on ALL 'Add Attribute' options, especially 'Add Revenue Attribute'
In response to a previous idea (Global Change - add attributes), a new feature was introduced in SP19 to include a start date on the 'Add Constituent Attribute' global change. However, the new functionality is not available on the 'Add Revenue Att...0 Reviewed: Voting Open
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Standardize Constituent Add Form Fields
My organization would like to require the Title and Title 2 fields when creating constituents across all forms and batches. We were able to do this on the Individual Add Form, but unfortunately we cannot do that for the Revenue Batch Individual Ad...0 Reviewed: Voting Open
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Add global deletion for Prospects tab - Financial Information
There is no way to currently delete financial information on the Prospects tab, as there for other parts of Prospects, like Ratings. This is causing the hardship of having to manually delete those records when we run a new batch every couple of ye...0
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For attributes, create the ability to add multiple values per record
For attributes, create the ability to add multiple values per record. The values are in Code Tables. Currently, it's configured to store only one value per attribute category record.0 Will not implement
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add a global delete for selection data listed in the Database Growth Management
It would be helpful to be able to delete selection data that is listed in the Database Growth Management section without having to delete each one individually.0 Reviewed: Voting Open
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add a CC field on Case Central
Not really a CRM issue but there isn't a good place to put this. I would like the ability to add people on cases in a "CC" field that way our whole team is aware of all updates. This is a common feature for help desks and would be useful to us.0