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add the ability to sort batches
Currently there is no way to sort a batch and batches do not keep the sorting options picked within Query. There are many reasons sorting a batch would be extremely useful. Please give this a vote if you agree, Thank you.1 Reviewed: Voting Open
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Allow for end-dating constituencies in bulk.
When end-dating a user-defined constituency via Import and Constituent Update Batch, the import duplicates the constituency, and causes the batch exception error: "Please enter a valid Constituencies." There is currently no way to end-date (or sta...2 Reviewed: Voting Open
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Keyboard shortcuts 4.0
Keyboard shortcuts would speed up data entry, it would save time by not having to move from the keyboard to the mouse. It would also assist those with disabilities and have difficulties with using a mouse.2 Reviewed: Voting Open
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Add spouse LookupID in revenue batch "Constituent Window".
Adding the spouse LookupID to a revenue batch would allow our accounting team to easily identify the exact spouse record and then apply spouse credit to the appropriate record. We're aware of the "Constituent Window" and Household member informati...0 Reviewed: Voting Open
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New Field(s) on Constituent Update Batch - Name Formats
We just created a new name format fundraisers are going to use; its different than the standard name format but can be used consistently in the export definition for fundraisers.... now the trick is getting all of the caseload donors to get these ...0 Reviewed: Voting Open
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Add demographics including ethnicity to the Constituent Update Batch
Currently you can only add the ethnicity via batch for new constituents. We would like to be able to add/update demographics including ethnicity via the Constituent Update Batch as some of our interface systems add this information after the const...1 Reviewed: Voting Open
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global batch delete
Have the ability to delete committed batches in bulk. We would like to keep committed batches for upto a year. Anything older than that should be deleted. This holds true to all types of batches, constituent and revenue.3 Reviewed: Voting Open
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Automatically update projected totals when rejections are removed from a new credit card batch created by a credit card processing process
When we use a 'Credit card processing' process to process the credit card payments using the 'Existing batch' option, the projected totals are updated when rejections are removed from the batch. However, when we use the same process with the 'New ...0 Reviewed: Voting Open
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Allow us to query on uncommitted batch transaction data
Allow us to query on uncommitted batch transaction data0 Will not implement
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Allow ability to exclude Inactive records from matching in Batch Entry
We do not want new records imported into CRM matching with our Inactive Records. Please allow a setting to disallow constituent matching and especially auto-matching to inactive records. Thanks!0 Reviewed: Voting Open