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Sorting by constituent attribute in a Directory part
When you create a directory part based on a query, we would like to be able to sort by constituent attribute.0 Will not implement
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Batch update of existing Designations
Our fundraising office receives a file of changes to our funds from the central Finance Office. It is important from a data governance perspective that the fund data be consistent across ledgers and sub-ledgers. We would like to process these chan...0
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Import/Over-write with a Blank value
It has come to our attention that if there is a value in a field (title for example) and you import a constituent update batch with a BLANK value in order to "over-write" an incorrect value, that you can NOT do this. the value will not be saved. T...1 Reviewed: Voting Open
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in 3.0, in batch, when entering an address, move the Validation message with the scroll bar
We used to be able to scroll the screen hoizontally and the Validation message would follow along with the scroll bar so that you wouldn't have to guess which line was in question. In 3.0, it doesn't move.0
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Add ability to use Address Accelerator in Constituent Update Batch
Currently unable to utilize Address Accelerator in Constituent Update Batch. For ease of entry, would like this functionality to be present so it will increase efficiency.0
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Automatically Assign Batch Owner for Workflow States
We'd like the ability to be able to assign a default user for various batch workflow states, but give the current batch owner the ability to reassign if necessary. Our users have to pick the correct name and often times batches end up in the wrong...1 Reviewed: Voting Open
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Recognition Credit Amount Smartfield
Allow you specify recignituion credit types to be included in calculation AND use an application selection to base the smartfield on.0
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Tracking security roles / user history
Currently, we track the roles a user has and associated details like them having signed a confidentiality agreement, start and end dates etc in an Excel spread sheet. I would like to track everything within CRM - maybe a grid that allowed you to s...0
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The column headers on reports should remain frozen in place when the User scrolls down to view a report.
This is possible with SSRS and will add immediate productivity to users.0
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Constituent History
On the Constituent History feature on the constituent record, would it be possible to add "site" to the field type filter option so that we can filter on changes made to the security tab OR add site (from the security tab) as a reportable field.