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unable to import Individuals as contacts for an Organization
There is no option when importing relationships to import them as contacts or primary contacts for an Organization. Save the Children and Salvation Army National Headquarters have both asked for this functionality within the last month.3 Reviewed: Voting Open
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Need for the major giving capacity on the edit wealth capacity page to have more options
The major giving capacity bans top out at 1 million and 1 dollar and up - we need to be able to say 1M - 5M and 5M - 10M, etc. and go up to 200M at least.0 Reviewed: Voting Open
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Add RSS capability on the Tribute Revenue tab
It would be helpful to allow an automated notification when a gift is applied to a tribute.0 Reviewed: Voting Open
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Make creating a notification on a note easier
When adding a note on the documentation screen, it would be a big timesaver if there was a box asking if we want to add a notification so we don’t have to create a gift note and then turn around and select the gift note and then add a notification.0 Reviewed: Voting Open
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display the finder number on the details tab of pledge transactions
On a regular payment record the details tab contains a field that displays the finder number. We would like this same information for pledges as well so that we can review this information before running pledge reminders.0 Reviewed: Voting Open
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Allow Grant Progrms to be Inactivated or Historical.
Grantors change funding interest over time. CRM needs to allow Grant programs to be marked as inactive or Historical; similar to the Major Giving Prospect. This way the information is held for reference.2 Reviewed: Voting Open
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allow the ability to assign letters to soft credit recognition recipients only
added this for EarthJustice since they requested this functionality -
allow users to change the constituent associated with an event registration
If an incorrect constituent is associated with a payment users have the ability to change the constituent associated with a payment. If the same thing happens with an event registration it must be deleted and reentered. We would like the ability t... -
Add the ability to enter the name of the non-constituent guest
Add the ability to enter the name of the non-constituent guest0 Reviewed: Voting Open
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Ability to enter a future start date when creating a relationship.
Currently it is not possible to enter a start date in the future when creating a relationship. This causes problems when trying to keep track of senior individuals' business relationships, since job changes are usually announced several months be...2 Reviewed: Voting Open