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Constituent Search: Customize views
Within the constituent search screen it would be useful to have the ability to choose from a set of data views for the results - whichever makes it more useful for the user0 Will not implement
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indicate if a filter selection in query is from the spouse node
When using an 'exists in' selection for filtering in query, if you pull the selection from the spouse node the filter does not indicate that. Unlike other spouse filters that involve the structure 'spouse\phone number' or 'spouse\lookupID', the ex...0
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Use global change to add system-defined constituencies to records
Currently, there is a global change to add user-defined constituencies to records. However, there is no option to globally add system-defined constituencies, such as Volunteer. We'd like to be able to globally add these constituencies in Administr...1 Reviewed: Voting Open
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Automatically update projected totals when rejections are removed from a new credit card batch created by a credit card processing process
When we use a 'Credit card processing' process to process the credit card payments using the 'Existing batch' option, the projected totals are updated when rejections are removed from the batch. However, when we use the same process with the 'New ...0 Reviewed: Voting Open
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Apply tokenized credit card to a new payment item
Permit the application of a a saved tokenized credit card to a new pledge/gift in CRM (not a recurring gift that is set up for recurring payment). Something like this Saving cards (stripe.com). Huge pain point with donors who can't understand why ...0 Reviewed: Voting Open
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add key-based authentication to the SFTP server
Due to the 60-day password expiry on SFTP accounts, we have to update out integration scripts multiple times a year. The CRM support team has to refresh the password, then log a request to our integration team, which slows implementation and consu...1 Reviewed: Voting Open
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Committee/Group List search
Within the event module, if you add the invitees, all the names appear in the registrations tab. You're then able to search by name in the "Registrant" filter. However, if you're in a committee within the members tab, you can't search and the only...1 Already exists
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Run as another user for FROG
Before going live with FROG, we had a hard time testing because we didn't have a Run as feature to test what some users may experience as we tested across different mobile devices. We think this would be a good feature to your client base as we al...4 Reviewed: Voting Open
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Web Transaction Download process should convert timestamps from BBIS to CRM's configured time zone.
BBIS and CRM both have timezone configurations. BBIS is storing all transaction dates in UTC Time. CRM does not. When transactions are downloaded form BBIS, some transactions get the wrong gift date. For example, if our server is in Eastern daylig...0 Reviewed: Voting Open
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Enhance the Gifts tab on Planned Gifts to use List Builder
There are several columns on the data list that we don't use or need to see and there are many fields that we would rather see, For example the fields that we would like included are the high level campaign name, level 2 of the designation name, a...0