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Removing ex-constituent from Plan Participants list
NDCS wish to suggest a change to enable them to prevent someone who has left their organisation from continuing to appear on their Plan Participant list. An example was provided whereby when a colleague had ended their employment, one who had an ...0
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Wealth and Rating Other Asset Dates
On the Asset tab in Wealth and Ratings there are several sections; Real estate, Businesses.... and Other assets. The Real estate section includes a Reported date, the Business section has a Year started field. It would be helpful to have some sort...0
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allow organizations to be entered into a Modeling and Propensity Update batch
Some organizations leverage the wealth attributes to store information on the giving inclination of the records in question, regardless of record type (Individual, organization, etc). Currently users are not able to use the batch to import these v...0
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Map Instance - Let me choose the address to use
I would like to be able to choose the address to include in the Map Instance. In version 2.9, you can only map a constituent's primary address, regardless of what address you selected within your selection. We need to be able to map on both busine...0
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Allow user to enter a General Ledger mapping for the pay-out value of all planned gift vehicles where pay-out information can be recorded.
Currently, when setting up the General Ledger mapping for planned gifts there are options to map ‘Charitable gift annuity (Pay-out)’, ‘Life Insurance (Pay-out)’, and ‘Pooled Income Fund (Pay-out)’. There are other planned gift vehicles that allow ...0
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Change the "Payout Amount" field to a calculation
The "Payout Amount" on the planned giving record should be a calculation of gift amoutn and payout percentage. This would prevent data entry errors0
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Fix the layout of the "Not Confirmed" in wealth screens
The way that the status of the wealth screening "Not Confirmed" is laid out in the Wealth Ratings page and the Extended Network page makes it appear as though the Prospect Manager is not confirmed. It needs to be moved to make it clearer0
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Major giving plan does not populate dates for steps based on start date
This idea is submitted on behalf of the Arthritis Foundation. They would like the steps on a plan to populate based on the start date that they entered. Right now it populates that days from start on a plan based on the day you enter the plan. So,...0
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Change label on the EDIT PLAN action of the PENDING STEPS tab on Fundraiser Screen to 'EDIT PLAN STEPS' to avoid confusion
This has caused confusion for the people in our Prospect Mgmt business area during bbec 2.94 testing. On the Fundraiser screen, there is a [PENDING STEPS] tab. The tab includes a menu drop down button called 'Prospect Plan'. The choices offered fr...0