-
Add new tick box option for 'Copy primary address to spouse's record' to the Manage Life Changes page.
Two new options were added to the Manage Life Changes page so users can select whether primary phone numbers and primary email addresses should be copied to spouse records or not. However, the primary address is still copied over automatically to ...0 Reviewed: Voting Open
-
Provide notification when an address update causes a Mail Preference to become invalid
No description provided0
-
add the ability to add attributes to email and phone number records
No description provided0 Reviewed: Voting Open
-
If changes are made to an address after submitting it to AddressFinder, that address should trigger an exception when importing the updated
An organization often has many addresses that get updated in the database between the time that an address file is sent for Address Finder update and the time that the updated information is imported back into the database. Therefore, they want to...1
-
Bulk address validation with QAS
Add a Global Change to perform address validation for selected constituents in bulk. This would be similar to the Address Geocode Global Change, but would enable us to validate all address with a DPID from QAS and cut down postage costs.0
-
Change Org website to html link on MatchFinder
On the MatchFinder update pop up window, change the Org's website address from text to an html link so that the user can go directly to the site from there.0
-
make the birth date field hideable
Move the birth date to a section that can be hidden via permission settings (similar to social security section) to alleviate concerns of identity theft.0
-
Add a tab to display "Assigned Jobs"
There is not an easy way to see "Assigned Jobs" on a Volunteer Record. Viewing from the schedule in list view or running a report are the current out of the box options. It would be great to see the full list of jobs associated with the constituen...0
-
Add additional application handling and/or error generation for business processes that encounter server/network errors (see text for error)
We were unable to Download any BBIS web transactions but did not receive an outright failure which would have helped in trouble shooting. BB dug into the logs and found error message: “request failed with an empty response”. This error message gav...1 Reviewed: Voting Open
-
in 3.0, in batch, when entering an address, move the Validation message with the scroll bar
We used to be able to scroll the screen hoizontally and the Validation message would follow along with the scroll bar so that you wouldn't have to guess which line was in question. In 3.0, it doesn't move.0