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Constituent Merge - Specific Demographic Information
It would be great, when setting merge configurations if we could choose specific demographic settings. For example: If we can choose whether to keep the target or source: Title Suffix Gender Birthdate Religion Ethnicity While our older records ha...0 Reviewed: Voting Open
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add the ability to mass remove group members from a group
We would like the ability to mass remove group members from a group as it is time consuming and tedious to remove them one by one.2 Reviewed: Voting Open
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Please add the ability to sort Revenue Category codes alphabetically.
Users are unable to sort Revenue Category codes in CRM. The codes appear in the order they were entered into the system when viewing the drop-down menu in batch, the drop-down menu on the Add Payment form, and when viewing the list of categories u...1 Reviewed: Voting Open
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Users need the ability to specify Revenue Category when adding planned gifts as revenue
Currently, CRM users are unable to specify Revenue Category when adding a planned gift as revenue. Revenue Category is often used to determine the GL distribution that should be associated with revenue records. Without the ability to enter the Rev... -
Have the abiltiy to delete a posted write-off in a closed period.
If you attempt to delete a posted write-off whose date is in a previous period, you get the error "Data could not be saved. Post date must be in an open period." I would think that the process should use the current date as the posted data for the...0 Reviewed: Voting Open
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Default view for Mapping based on defined default country
Currently the mapping function defaults to opening on the US which means users need to always scroll over to the UK whenever they us it (specifically on Constituent Density Map). Would be a timesaving option to either specifically define the openi...0 Reviewed: Voting Open
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Inactivate an activated Marketing Effort
Need the ability to have an activated marketing effort made inactive when necessary. Due to the way are DM department handles audience selections we cannot always use BBDM the way it is designed to work. We have to import segmented house files in ...0 Reviewed: Voting Open
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Recognition Summary tab seems inflated
On the recognition summary tab of a individual record, the total recognition credit for a household appears to be incorrect. This occurs when more than one member is credited for the same gift and a member of the same household. This number seem...0 Reviewed: Voting Open
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allow users to import matching gift conditions
There are no available fields in a Constituent Batch or a Constituent Update Batch that would allow users to import matching gift conditions. When import large numbers of organizations it would be helpful to not have to add these manually on each ...0 Reviewed: Voting Open
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Add start & end dates & Types to Relationship Managers
We have multiple people that manage realtionships with constituents - for specific reasons -- RM for Financial Info (Pledges), RM for specific Events... Having a Relationship Manager Type (and start/end dates) to track who has managed/is managing ...0 Reviewed: Voting Open