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Add more status options when for Steps and Interactions in Fundraiser on the Go
Currently, when using Fundraiser on the Go, Steps only have the available statuses of Planned, Pending, and Completed. Interactions can only have the Statuses of Pending and Completed. My organization would like to use the Statuses of Declined and...0 Reviewed: Voting Open
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create a way for users to assign prospect funding interests in bulk via import
We need to add funding interests to multiple prospect records in bulk. There currently isn't a batch, import, or global change that allows us to accomplish this.1 Reviewed: Voting Open
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when business ownership exceeds 100% in Wealth and Ratings, create popup so that user knows
On a constituent's record, on their Wealth and Ratings page, under Business Ownership, the system allows for the percentages sum to larger than 100%. We would like a popup/notification if the sum is above 100% so that user can know to manually edit.0
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Prospect Plans Tab, Identify which plans are Historical
When Including Historical Prospect Plans on the Prospect Plans tab, you cannot easily tell which plans are historical. Please add a column indicating which plans are historical. As a work-around, we are currently adding the word 'Historical' to th...0 Reviewed: Voting Open
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add a 'narrative' field to the 'add a major giving prospect' form
When adding a new plan to a major giving prospect there is the ability to add a free text description in a 'narrative' field on the form. However, when using the 'add a major giving prospect' form on the Prospect page the narrative field is unavai... -
to have the ability to import Prospect Plans through the batch population process in CRM
it meay be usefult o have a way to get legacy info onto DARS, I was hoping there would be a way we could import it via batch, to import data against plans/in the plans area of DARS0 Reviewed: Voting Open
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Academic Catalogue Issues
The academic catalogue functioned much smoother in 2.5 than it does in 2.91. When entering new degrees including college, department and type the new expland all functionality takes you completely away from where you were entering and then you hav...0 Will not implement
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add constituent lookup id as an available merge field option for all email alert content
Just have a constituent's name is not enough if someone receiving the email needs to search for the constituent they have just been alerted on. Currently the built in linking is not working (case open) but even if it was, we may not always chose t... -
Add deceased and inactive columns to the research list under prospect
This would allow for a person to better manage the list. One could quickly identify on the list who had been marked inactive or deceased and then remove the person from the research list.0 Reviewed: Voting Open
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Allow a step in the Stewardship Plan to easily be deleted and allow the user to reorder steps if needed
Currently, when you set up a Stewardship Plan Template, if you erroneously add a step you did not intend, I do not believe you can easily delete the row. I also do not believe you can reorder the steps in the template without1 Reviewed: Voting Open