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Making the Subcategory not required on an Interaction data form should actually make the Subcategory not required.
Editing an Interaction Add or Edit Form to have the Subcategory field not required, does not have any effect. If you use a Category, the Subcategory is required regardless of whether you have set the Field Characteristic INTERACTIONSUBCATEGORYID t...0 Reviewed: Voting Open
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store the calculated value for pledge balance within the OLTP and DW, instead of requiring folks are quering directly agains the database(OL
No description provided0
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Ability to copy an interaction to one or more other constituents
Would like to be able to copy the Interaction to another (or multiple) constituents. Today, must use Edit mode to copy the details (in order to copy the interaction to another constituent).0
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Change so you can do last name sort for commitee members
make the commitee name sort by last name reguardless of the name format -
Show participants who are spouses as [relationship type], rather than members (of the household)
When selecting a related participant from the drop down menu, it would be more meaningful if spouses were displayed as their relationship type (husband/wife/partner) rather than as a "member" of the household.0
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Add Documentation to Interaction
Allow a user to upload a document to an interaction1 Reviewed: Voting Open
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Allow Security Roles to control what interactions are visible/hidden
We would like to be able to hide some Interactions from some users, but allow them for others. Eg: for Confidential/Private reasons. Could the Code Table for Interaction/Category be linked as in the "Major Giving Interactions:" so that we can cont...0 Reviewed: Voting Open
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allow for adding or inactivating statuses on Interaction records
We would like inactivate one the status codes for interactions, but these values are hard-wired.0 Will not implement
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BBECRM: Interaction from a prospect plan are limited in how they can be secured
Interactions from a prospect plan should be the same as standard interactions not limited as they are now.0
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Add RSS feed on a record's Interactions page
Development Officers need an alert when their prospects have contact with other university staff members. A simple RSS feed on the Interactions page would accomplish this without the DO having to check multiple records for activity.0