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Visibility of Constituent Data within Prospect Area
When in the Prospects section of the database, Users want to be able to access the information contained within the Constituents screen at a click. As an example, at the moment to see the giving history of any prospect a plan is being worked on fo...0
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Assign Prospect in Bulk - Assignment Date Field
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change the search form used on 'Add a Major Giving Prospect'
When using the 'Add a Major Giving Prospect' on the Prospect page, the search form that is utilized is a 'non-prospect search', which causes 'no results' to be displayed when searching for a current MGP. We would prefer the general consittuent sea...0
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Need the ability to change the source code on an existing membership
We will now given security access to the "edit payment" screen in order to update source codes. Ideally, you would be able to edit the mailing information without being able to edit the payment information.0
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Allow Membership Updates in Batch
We need to be able to do Membership Updates in batch. Doing these adjustments as “one-offs” is not acceptable; they need to be a batch.0
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Add marital status to Membership Dues batch
In previous versions membership was processed through the Enhanced Revenue Batch. This showed in the Constituent Information at the bottom of the batch. This does not exist in the membership dues batch.0
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2.93 Change in Membership expiration dates
Josh Grabia from customer support ask that I add this issue to the IdeaBank. We are testing 2.93, as you know the Membership area has changed a lot. Currently (in 2.9) we have the option of multiple expiration dates and a way to indicate after whi... -
Add Last and First name to Output Formats Formatted
Output formats, whether used in a correspondence process, reminder process or acknowledgement process needs to have the ability to sort. These outputs should be able to be sorted in last name, first name and or zip code order at least.0
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Source Code Part Values - Inactivation isneeded
We need the ability to mark certain values within a source code part inactive. For example, we include a2 digit year. I'd like to inactive 2012 ad 2013.0
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Produce Mailings Labels within CRM
There was great functionality in Raiser's Edge that allowed users to generate mailing labels for a constituent in the system. This does not appear to be available in CRM and users miss it.