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During merge, provide a mechanism to combine individuals into a household
During the duplicate detection process, it is possible we will identify individuals at the same address that appear to be duplicates. Would like to have a mechanism to instead add them to a household instead of merging, when it is determined they ...0 Will not implement
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Ability to query Postal or Zip code 5 digit and the Zip+four in Seperate fields
Does CRM does not have the ability to parse out the zip codes? It's difficult to run counts based on zip codes. Currently we have to output it parse out the zip plus in excel to receive an accurate count. Also, couple of our lettershop and data ve...0 Will not implement
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Query on Constituency equal to Relation Only
Add the ability to at least see the 'relation only' constituency in the output of query. The suggested workaround is to query on constituency that is blank.. We need to at least be able to differentiate someone with a real blank to someone who has...
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Will not implement
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Have the Add Matching Gift Relationship form in batch to not call the actual Add-form so that the relationship is not added until the batch is committed
The user would like for the Matching Gift Relationship add-form in batch to not add the actual relationship until the batch is committed. Currently, if you add a Matching Gift relationship in batch, the relationship is created on the fly. If it wa...
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Will not implement
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Add a prompt when entering Application users which tells you whether the account already exists
When entering Application users, we would like to see a prompt warning if the application user already exists within the application. This could help avoid overwriting existing accounts linked to Windows users.1 Will not implement
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Register Groups and Committees to events
There are many situations where we want to invite an entire group or committee to an event, and often we need to register the entire group/committee for an event. If the functionality to group a large number of constituents together into a cohesiv...0 Will not implement
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add the ability to change a batches workflow status using queue processing
Why is it useful, who would benefit from it, how should it work?0 Will not implement
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Update Registrant Attributes (Globally/Import)
You can't (out of the box) add or update a registrant attribute You can add new registrants and add new registrant attribute at the same time but when registrants change or add their information at a later time there is no way to bring this info i...0 Will not implement
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Add an option to Events drop down menu of the Organisational Calendar
Add an option to Events drop down menu of the Organisational Calendar to include/exclude events displayed on Events Calendar.0 Will not implement
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We can opt a constituent out of mass emails, but we cannot opt them out of receiving printed receipts.
We can opt a constituent out of mass emails, but we cannot opt them out of receiving printed receipts. It would be nice if we could do this. Some people don’t want monthly receipts…They only want the end of year total sent to them in Janurary. The...0 Will not implement