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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
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Add a campaign field to designation ad-hoc queries
My organization would like the campaign node added to Designation ad-hoc queries in an effort to find designations that aren't linked to a campaign. As the designation field is available in a Campaign query, it would similarly make sense to add th...3 Reviewed: Voting Open
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Stewardship - Generate step update batch pending to completed
It'll be useful to include 'pending' to 'completed' field update within the Manage Stewardship Plan - Step Update Batch Process. Alternatively, a Global Change process can be used.0 Reviewed: Voting Open
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When in Query, and Interaction Category or Categories are set, only show the Subcategories for the Category or Categories selected
When adding interactions, once you select the Category, the Subcategory list is limited to only the subcategories on that Category. It would be super helpful if this was also the case in query.1 Reviewed: Voting Open
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Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record
Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record. That way you could click right through to the constituent record to get more information about the Stewardship Recipient. Currently ...2 Reviewed: Voting Open
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Update the gender per Title Code Defaults when editing an existing constituent's title
To clarify, please follow these steps: 1. Select add an individual from the constituent functional area2. Enter a last name and click save3. Select the personal info tab and click edit4. Title = Mr. Note the gender switches to male5. Title = Mrs. ...0 Reviewed: Voting Open
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align the recurring gift status edits to the sponsorship recurring gifts
It would be great to align the functionalities which are available on the recurring gift with sponsorship recurring gift and vice versa. In particular, version 4 has some great new functionalities with the status edits on recurring gifts and captu...0 Reviewed: Voting Open
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Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th...0 Reviewed: Voting Open
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Add 'Research Request Date Completed' as a field in query
In order to query off of date entered vs. date completed (to look at turnaround time and efficiency of the Prospect Research team) we would like to be able to query off of 'Research Request Date Completed'.0 Reviewed: Voting Open
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Auto Scroll Batch Entry
Make the web shell interface work more similar to the older smart client interface. When entering batches with many rows in them, please auto scroll the screen when you enter the last row visible. Smart Client did this, but web shell does not. Fo...0 Reviewed: Voting Open