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Unable to create recurring interactions
I have some interactions that will occur each month, such as a phone call. I would like to set this up as recurring so that I don't have to keep re-entering it.0 Shipped
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mobile query
I would like the ability to edit/copy/paste or click to call data in the mobile query so I can use mobile query data as a dynamic phone list. I would also like the ability to add constituent data aka interactions from a mobile device.0 Shipped
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Need Confidential Address Indication at top of screens
If you have a primary confidential address, it appears at the top of the screen (with the Constituent's name) without any indication that the address is confidential. It would be very helpful to display the padlock next to confidential addresses (...0 Shipped
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Unable to view the info source of a constituent's address without editing it.
I want the ability to quickly see where an address came from. -
allow review\update of constituent Names (addressee\salutations) from batch
Raiser's Edge used to allow batch entry staff to review Addressee and Salutations from the batch screen. Now they have to click on Go To Constituent to review them which takes them longer to process batches.0 Shipped
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Import selection functionality should respect LookupID
No description provided0 Shipped
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add the ability to enter appeal and solicitation codes after revenue has been entered via batch.
No description provided0 Shipped
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allow the ability to suppress payments from event, appeal, and revenue reports based on payment method
allow the ability to suppress Gift In Kind payments from event, appeal, and revenue reports1 Shipped
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Add the ability to define the fiscal year in the datamart
The fiscal year defaults to the year of the last month in the fiscal year. This is not correct for our organization and there is no way to modify that when building the datamart. We would like the flexibility to define the name of the fiscal year ...0 Shipped
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Duplicate checking -
Run Cass validation prior to duplicate checking. Records are not showing as potential duplicates due to punctuation and capitalization differences in the addresses0 Shipped