-
More Global Change options
When starting or ending constituencies in global changes, we need an option to base the start or end date based on the date the change is run. Ideally, these changes will be scheduled, but without the ability to dynamically set constituency start ...0 Reviewed: Voting Open
-
provide a way to delete/maintain/reduce the dbo.stats table
in database growth managment the stats table frequently features in the top 10 tables by size. There is currently no out of the box global change or delete process for this table so it's growth can not be maintained.0 Reviewed: Voting Open
-
Expand the Global Change capabilities (maybe to the same level as RE...?)
The Global Changes available are very limited, especially compared to RE. It would greatly facilitate a lot of data clean-up if the Global Change capabilities were expanded.7 Reviewed: Voting Open
-
Create Global Change Process to Add, Update or Remove Name formats
It would be great to have a global change process to Add, Update or Remove Name Formats from Constituent Records.3 Reviewed: Voting Open
-
create an 'are you sure' feature for Global Changes
We would like a stop gap added to the global change process that would require an 'are you sure' yes or no option before starting a global change. In v2.91, when you click to start process, it just starts and if you have forgotten to edit your glo...0 Reviewed: Voting Open
-
Allow the ability to do a global update on Addressee/Salutation types
Want the ability to go back and change Addressee/Salutations when the client has changed the format.0 Reviewed: Voting Open
-
Create a global change process to standardize phone formatting
There's a global change to standardize constituent names and addresses so that they are formatted correctly - can we add the ability to standardize phone numbers based on phone formatting specifications (based on the phone formatting set for count...2 Reviewed: Voting Open
-
Dynamic dates (start, end, expected) for global changes
Interaction global changes are very useful for setting up reminders for managers when gifts come in. BUT the expected date needs to be changed every day! If there were an option to set to "today," this would be great!5 Reviewed: Voting Open
-
Create a global change to change designations on recurring gifts
Often we need to take a group of designations that have 3 or 4 levels in the designatation hierarchy and modify them. So e.g. OM NL/NL_abc/NL_support/xxxx OMNL/NL_abc/NL_support/yyyy OMNL/NL_abc/NL_support/zzz etc needs to have all recurring gif...1 Reviewed: Voting Open
-
allow Actual Date to be editable in Constituent Interaction Global Change
The Constituent Interaction Global change does not allow the Actual Date to be changed. The Actual Date is defaulted to the creation date of the Global Change and grayed out. The Expected Date is editable, but the Actual Date is not. So, this glob...3 Reviewed: Voting Open