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Constituent Merge - Constituencies
When you merge records and those records have constituencies, the system does merge them; however, the end date on the merged constituencies is flawed. The start date will take the first date on any of the merged constituent records (good) The ...0
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Business Process Output Delete Global Change Delete Output Tables Criteria Should Work By Instance, Not By Business Process Type
The Business Process Output Delete Global Change in Database Growth Management has a criteria to let you filter the deletion to: "Delete output tables for all but the most recent x runs." We expected this to delete all but the most recent X runs ...0 Reviewed: Voting Open
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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
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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
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Add a way to schedule a global change to run
It would be helpful if we could schedule a set of Global changes in the product to run on a cycle - daily (at a specified time), weekly, monthly, last business day of the month, first business day of the month, quarterly, yearly, on a set date.0 Already exists
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Update the Global Change options for Interactions to match the manual entry options for Interactions
We upgraded to v2.91 and now have the ability to enter expected and actual start/end times for our interactions. We are unable to process the same information in the Global Change for interactions so using the new functionality becomes null. We cr... -
Add functionality to delete prospect plans in bulk
My organization would like to delete prospect plans in bulk. This would be a valuable additional to CRM as either a global change or as an option within the Manage prospects and plans in bulk task.1 Reviewed: Voting Open
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Create a global change to remove selections from query designer
The query search can get pretty cluttered and to clean it up my organization is hoping to remove some selections from query designer. It would be great if there was a global change for this so that we could do it en masse instead of individually. ... -
Global Change for Recurring Gifts to remove Automatic Payment methods
Our Recurring Gifts are set to Send Reminders=No for all Automatic payment methods: Credit Card and Direct Debit. When we receive HARD CC or DD bounces, we change the flag to Send Reminders=Yes, but we also want to Remove the CC & DD Details, ...0
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Separate the Report Code 1 and Report Code 2 CODETABLE lists on Designations and Purposes so that they don't share the same code tables.
Currently Report Code 1 and Report Code 2 tables are shared between Designations and Purposes. As reporting fields it would be helpful if the Designations and Purpose did not share the same code table lists for these two fields. It would open up t...0