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Tailor view interactions - need ability to select a column to allow users to see beginning of comments field
In Raisers Edge you could change the columns to be able to view what you want to see - it would be great to see the beginning of the comments field in interactions so you can easily see what each interaction was - just being able to see summary is...0
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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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Bigger default font size on a note
We would like to be able to set a default size for notes to be bigger, as the current default font size is quite small and makes it very hard to read notes at a glance.0
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Display that the spouse is deceased on the summary in all constituent views (prospect, event registrant, et.)
It would be nice if the constituent views were consistent, displaying "(Deceased)" next to the spouse's name like it does on the basic constituent summary view. It should look the same in view as High Touch Prospect, Event Registrant.0
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Ability to download the picture from Constituent Record
No description provided0 Reviewed: Voting Open
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Allow change of how many days before warning on Prospect Plan Steps to fewer or more days as needed.
Allow the fundraising manager to change the availability before the warning shows up in the Prospect Plan Steps, as some steps could remain open for longer than 90 days, and to choose whether or not to see the warning.0
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have a date range filter on each tab in my fundraiser page
Each user/manager works a bit differently and having the ability to see the my fundraiser tabs such as "Completed Steps", "Pending Steps", "Planned Steps" using a date range specific to the need is much more user friendly than just past 7 days or ...0 Reviewed: Voting Open
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The only option for changing the prospect manager on the Prospect summary constituent tab of a constituent record is to edit and not replace a prospect manager which provides no history of the change.
Tracking changes to Prospects and Prospect managers is important historical information.0
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Research Request - Allow user to view entire research note (without clicking edit)
When a user views the My Research Request queues, a research note is present; however, if it exceed a certain number of characters, the user will see a ... at the end and not have the ability to view the rest of the note without clicking "edit". T...0 Reviewed: Voting Open
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Add the ability to delete 'Completed' Prospect research requests
Once in Completed status, there isn't a way to delete Prospect Research requests. This may be useful in the event that an organization would like to remove a historical (non-active) Prospect Researcher from appearing in the Prospect Research drop ...0 Reviewed: Voting Open