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Add ability to use Address Accelerator in Constituent Update Batch
Currently unable to utilize Address Accelerator in Constituent Update Batch. For ease of entry, would like this functionality to be present so it will increase efficiency.0
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Start date for phone numbers to auto populate
When creating a new constituent, the start date is not automatically added to the phone number (like it does for addresses), so when going into the record for the first time, a notification pops up to say there is no start date. Would it be possib...0 Reviewed: Voting Open
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Marketing efforts should follow constituent channel specific mail preferences when an address processing option is not used
CRM users have the ability to define communication preferences on constituent records. These settings should govern how constituents are included in mail processes. User may notice constituents are pulled into general correspondence processes when...0
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Copy Household Address to Members Missing Addresses
When creating a new household record, you can copy a member's address to the household, but it would be nice to be able to copy the household address to any members that do not have that address.0 Already exists
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Create a new address when AddressFinder updates an address.
When AddressFinder updates an address, it simply overwrites the address. We would prefer that it create a new address of the same type and move the old address to previous so that someone searching based on the old address would have the option to...0
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Ability to multiple solicit codes
If a specific solicit code already exists on a record (even if that solicit code had been end dated years ago), global change “add constituent solicit code” cannot be used to add that solicit code again. We are not duplicating existing solicit cod...0
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Allow for the EmailInvalidAccountRecipient table to surface the "do not email" symbol inside of CRM
Currently only the EMAILINVALIDRECIPIENT table surfaces the "do not email" symbol inside of CRM whenever an invalid email is listed in the ISBLACKLISTED column. We would like the same thing to happen when information is populated into the EmailInv...0
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add the ability OOB to query on addresses updated by Address Accelerator
We just implemented and for monitoring now or troubleshooting any issues later, it would be helpful to be able to identify those addresses being validated by individual users outside of the AA bulk processing.0 Reviewed: Voting Open
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Update related contact work addresses when the linked organisation's address is updated.
Update related contact work addresses when the linked organisation's address is updated and is identical to the related contact's work address: A constituent shares an organisation's primary address. The organisation gets a new primary address (mo...1 Already exists
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Reset the County, Carrier Route, Congressional District fields on a Constituent > Address > Details page when updating the address
When you change the State on an address (for example, from New York to California), the items on the Details tab of the address record should likewise be reset since they're no longer valid. These fields include: county, carrier route, congression...0