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Self-service Backup requests
Wouldn't it be great if admins could request/produce a full backup of their environments from the application interface? To have that backup delivered directly into the authorized FTP user account at the push of a button! With our current business...3 Reviewed: Voting Open
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On multi-level events, allow the hierarchy to be edited
We have had times when a multi-level event was setup with one of the sub-events placed at the wrong level. There should be a way to change which event is the parent of a sub-event, and to be able to rearrange the order of sub-events.2 Reviewed: Voting Open
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Delete the associated Constituent Interactions when the linked Prospect Plan Step gets deleted
Completed prospect plan steps get added as interactions on the constituent record. However, if the prospect plan step is deleted, the orphaned interaction remains on the constituent record. My suggestion is that one of the following should happen ...1 Reviewed: Voting Open
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Add the ability to add two employment history rows for the same employer at the same time
It may be necessary for a constituent (record) that has two active positions at the same time. Currently you cannot have two active positions in the Employment History area. It can only be bypassed by selecting an end date.0 Reviewed: Voting Open
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Add the ability to alert users if they already have an item in their shopping cart on Event Registration Form (classic)
On Event Registration Form (classic) user experience an 'Unable to load data list' error' when there is something in the cart and the same person tries to register again. If they register as a new individual it works without error. The hope is tha... -
Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ... -
Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status5 Reviewed: Voting Open
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If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...2 Reviewed: Voting Open
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Show commitment past-due amounts in batch so overpayment can be more efficiently applied
Let's create this scenario: A donor has two commitments. Both have monthly installment amounts of $5 and one is one month past-due. To catch-up on payments for both commitments, the donor makes a payment of $15; $10 to be applied to the past-due c...5 Reviewed: Voting Open
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Add the ability to inactivate Acknowledgement Processes.
Instead of having to delete Acknowledgement Processes it would be helpful if we could set them to an inactive state.0 Reviewed: Voting Open