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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 the ability to carry contact reports through multiple plans to follow the life cycle of a gift
Say I open a qualification plan on Jane Donor. I meet with Jane and record my contact reports in the plan. I discern she is a major gift level donor so I close the qual plan and open a major giving plan. The gift comes in and revenue hits the syst...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
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Show Write Off Amount of Adjusted Pledge
After a pledge is adjusted, the pledge amount should show the write off amount and not what the pledge originally was. This becomes an issue especially in Query because you must make sure to subtract the write off amount from the original pledge a... -
Override gift fee percentage in batch
We would like to have the ability to waive a gift fee from within a batch on a per transaction basis.0
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Add Australian banking system
Version 3.0 provided new functionality for different banking systems including those for the UK (BACS) and Europe (SEPA). It also provided an opportunity to set an Other banking system - which we could potentially use to set up an Australian Banki...0