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Add an additional node on the Constituent Source view that allows users the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.
When creating a query using the Constituent Source view, users would like the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.0 Reviewed: Voting Open
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Address Summary tile shows former addresses
The address tile shows former addresses, while the contact tab give you the option to show or hide former addresses on the constituent record. There should be a way to hide the former addresses from the Address summary tile0 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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Global Change - Include Start Date on ALL 'Add Attribute' options, especially 'Add Revenue Attribute'
In response to a previous idea (Global Change - add attributes), a new feature was introduced in SP19 to include a start date on the 'Add Constituent Attribute' global change. However, the new functionality is not available on the 'Add Revenue Att...0 Reviewed: Voting Open
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Standardize Constituent Add Form Fields
My organization would like to require the Title and Title 2 fields when creating constituents across all forms and batches. We were able to do this on the Individual Add Form, but unfortunately we cannot do that for the Revenue Batch Individual Ad...0 Reviewed: Voting Open
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Need ability to generate a receipt for a constituent that is marked as deceased
Our business practice is to book estate gifts against the constituent with whom we had the original planned gift. However, the out of the box receipt process will exclude constituents that are deceased. We need the ability to include deceased reco...0 Reviewed: Voting Open
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Allow more flexibility with sticky search functionaity
Sticky search is great... until it isn't. I would like to see a few things: Allow the user to turn it off as an option on their profile. In areas where Constituent Search is used, there are times when the context of the search should override the...0 Reviewed: Voting Open
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Add "Not" functionality to Query Builder
Very helpful logic when building queries, and would avoid having to set up additional selections to perform the same function (which both slow queries down and take up additional space in the DB)0 Reviewed: Voting Open
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For BBDW site related views, include the SiteID field. The field exists in the DIM_SITE table, but is not being included in the V_QUERY_BBDW_CONSTITUENT_SITE or V_QUERY_BBDW_REVENUE_SITE query views.
When querying on sites from Data Warehouse views, the Site ID field is unavailable. This makes us either enter the full Site name, which is harder to type correctly and time consuming, or to use Contains or Starts with criteria wihich creates perf...0 Reviewed: Voting Open
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Create a Preferred Phone Number Merge Field
This would be useful as it would pull the primary phone number from CRM, regardless if it is a home phone, cellphone or business phone.