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Augment Prospect Assignment Process to allow assigning ownership of Steps/Interactions
The Prospect Assignment Process removes the Owner setting of Steps and Interactions when we choose the 'Remove prospect assignments' option and reassigns them when we choose the 'Reassign prospect assignments' option. However, there is no analagou...0 Reviewed: Voting Open
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Add Job Title to the Relationship Information
A number of our contactable constituents have multiple employment history records which it is important to keep. This includes a number records where the individuals have multiple current employment records. It is really important for us to be abl...1 Reviewed: Voting Open
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Add a Grant Award/Program Analysis Report similar to the Pledge Status and Analysis Report
Our organization uses Grant Awards and Grant Programs areas of CRM pretty heavily and occasionally we need to provide auditors reports for the Grant Awards we've received. Having a report to produce this information, perhaps similar to the Pledge ...0 Reviewed: Voting Open
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update the Cloud portal page
Update the Cloud portal Page to advise that if a refresh is taken and a point-in-time timestamp is supplied, no new backups are taken unless the timestamp less than two hours in the past. If a refresh is taken in that time frame a new backup is cr...1 Reviewed: Voting Open
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Change the hard code options on Funding Interests
We would like to utilize this field more for tracking prospect level of interest or inclination, but the hard coded choices turn off the fundraisers. Using terms like negative and positive are not reflective of the personal nature of relationship ...0 Reviewed: Voting Open
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Add support for Office 365 to CRM
CRM 3.0 currently supports Microsoft Office 2007, 2010 and 2013. It would be great if we could get Office 365 added to this list.5 Already exists
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on Model Scores and Ratings, add checkbox to "Add a model scores and ratings attribute" to add to spouse
On Wealth and Ratings Page>Model Scores and Ratings – Add a model scores and ratings attribute – give us a checkbox for “add this attribute to spouse.”0 Reviewed: Voting Open
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Do not allow zero dollar revenue transactions to post to GL
If a change to a revenue transaction creates a $0 transaction, do not allow this revenue transaction to post to GL.0 Will not implement
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auto-populate 'End date' field when a user terminates a recurring gift
Currently, when a user changes a recurring gift's status to Terminated, the 'End date' is not automatically populated. The user needs to open another window to enter the end date. This behavior is inconsistent with that of when a user cancels a ...
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Reviewed: Voting Open
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Add ability to see name formats on Naming Opporunity Recognition Tab
We would like the ability to see a constituent's name formats (from the Names Tab) on the Recognition Tab on a Naming Opportunitiy so that you can see exactly what the name you are choosing will look like, instead of just the formula.0 Reviewed: Voting Open