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allow users to enter a fuzzy date or just a year for relationship start and end dates
Sometimes there are relationships that include employment start dates, assessor dates, and the like where the precise date isn't known, but the month or year may be available. It would be useful to be able to add the information we do have to the ...0 Reviewed: Voting Open
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We need to be able to see who is creating and editing committee memberships in the audit tables
Currently the audit tables for committees do not track when members are added or edited. We would like this functionality added to the program so we can track who is making changes to these records. -
Globally mark records inactive
No description provided0
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change the solicit code filter back to a drop down in query
In 2.5, the solicit code filter in query existed as a drop down, allowing for efficient and user-proof querying because it did not rely on manual entry of the solicit code name to filter off of. Unfortunately, this functionality has been changed i...0
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allow users to edit a posted membership payment
Currently there is no way to take a posted payment and then apply it to a membership installment. The only way to do this is to delete and reenter the payment. -
allow users to get wealthpoint updates for group as consultant without granting full administrator rights
Currently users must have full admin rights to get wealthpoint updates for group as consultant. We would like to be able to assign this in a security group so that consultants don't need full admin rights. -
Add start time and end time to the volunteer timesheet
It would be a good idea to add the start time and end time when completing the volunteer timesheet.0
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Extend the date range for the Projected Income report beyond the current fiscal or calendar year to accomodate multi-year gifts.
The current Projected Income report only shows the current fiscal or calendar year. This makes it difficult for leaders to do effective strategic planning and budgeting. I suggest the user be offered an option to indicate how many years he/she wis...0 Reviewed: Voting Open
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Change Constituent Name on Payment
Allow users to "change constituent name on payment" without adjusting the revenue transaction. Currently, changing the constituent name generates an entry in the GL post process download file, which is not correct if the CRM product is used as a s...0
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Add the "GL Post Process #" to the Post to GL Post File
On the History Tab of the GL Post Process, it would be helpful to have a column that shows the GL Post Process. (gl-10000125). Currently the only way to find the correct "post file" is to open each Post Detail Report until the corrrect GL post pro...0