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Allow traits to be added to constituents without having to first make them volunteers
When a constituent is configured as a volunteer, you can now add traits to that constituent. A constituent trait is something that often if not always pertains to the constituent as a person not necessarily just as a volunteer. Traits and especial...0 Reviewed: Voting Open
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Globally make Prospect Plans "Historical"
Need to have a way to make a group of Prospect Plans Historical.6 Reviewed: Voting Open
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Household Roll up
Would like all information within a household to roll up from each member to the household like it does for revenue and interactions. For example, would like all member attributes, relationships, constituencies and contact information to roll-up t...0 Will not implement
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allow for the deletion of event invitation correspondence records from a constituent record
Currently there is not front end operation to delete the correspondence record from the constituent record for an event invitation nor is it deleted by the system when a user deletes the actual event invitation from the event leading to confusion.7 Reviewed: Voting Open
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Ability to see a list of the processes which use a Selection or Export Definition
It would be great to see on a query with a selection or an export definition which processes are currently referencing that item. So if we make changes - we know which processes will be affected by the change.0 Reviewed: Voting Open
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update tabs on constituent records that are inconsistently “sticky”
The tabs on a constituent record have the feature of being able to be dragged and dropped into a different position on the row of tabs. Once moved, the tab should stay where it was placed. This works inconsistently, with the tabs re-ordering based...6 Reviewed: Voting Open
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Allow Filtering by Date Range - Add the 'Between' filter operator to date fields, as in queries
We use filtered custom tabs quite a bit, they allow you to really customize the presentation of your data. However, when you set up filtering for a date field in a Data List, there is not currently a 'Between' date filter operator to allow you to ...4 Reviewed: Voting Open
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Delete Code Tables
Code Tables can came over through conversion that are no longer used. It would be helpful to be able to delete these tables for overall better data hygiene. If not this should be highlighted during the implementation process so organizations know ... -
Expand what ratings are included in Prospect Segmentation/Analysis
Currently the list of ratings available to choose from within Prospect Segmentation does not include some ratings such as Mid-Level Likelihood.0 Reviewed: Voting Open
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Assign Prospects in Bulk: add sorting, filter on active
For the Assign Prospects in Bulk screen: 1. allow sorting by each column, so that all the same prospects (and their plans) can be grouped together when looking for unassigned prospects 2. Add a checkbox filter to only pull up Active prospects if d...1 Already exists