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Create organizational hierarchies including business units
It would be useful if CRM had an overarching organizational hierarchy built into it that united data from multiple functional areas. The goal would be to give a single manager (or executive) the ability to track all the staff, fundraisers, events ...0
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Organization sort
It'll be great to have an "organization sort". If you have organizations like The Bill and Melinda Gates Foundation, we'd like to sort by the letter G in Gates, not B in Bill or T in The.0 Reviewed: Voting Open
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Suggestion to add Revenue Handling with Merge Organization functionality
Was surprised to discover that the "merge organization" tool which allows the simulation of real-life acquisitions or mergers between companies *does not* include the transfer ofrevenue from the company/(ies) that will no longer exist to the compa...1 Reviewed: Voting Open
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Allow import/batch updates for Organization Hierarchy changes
Add functionality for batch update process or automation of the process to change Organization Hierarchy data, including processes to add employee names and inactivate employees from the existing Hierarchy in CRM.0
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surface the website entered under organization information to the organization information tile
I would like to immediately see the website for the organization in the tile instead of having to drill down into the tab below. Since we are surfacing the other information from the tab to the tile, please also surface the website.0
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Add Summary tab for Organization
Currently individual, households and groups have summary tab but organization does not. We would like to have this information available for an organization record as well (interactions, revenue, etc.)0
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Allow users to edit the Organization Position History to edit and delete fundraisers
The Organization Position History page shows the list of all the constituents who have filled a specific position. It is not currently possible to edit or delete the names of people who have filled the position, even if they are incorrect.1 Already exists
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Sort the Corporate Structure Selection Edit Form alphabetically
Users are currently unable to sort the selections on this list and must peruse the entire list when making their selections. Please allow a sort on this list to improve usablitly.0