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Ability to copy a Multi-level event in its entirety
You can't truly copy a multi-level event in CRM, you copy the top level event and then you have manually copy over each sub-level event into the copied MLE. Since you can't copy the MLE in its entirety, the package options do not and cannot be cop...0
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Ability to Copy Name Formats form a Constituent Record
In order to use the name formats in a one-off scenario on an individual constituent record, a user must export the name formats to excel or type them in manually to the document. It would be beneficial to have the ability to copy the name format ...0 Will not implement
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allow reassigned Sponsorship Recurring gifts to retain attributes
Presently, if a sponsorship recurring gift has any attributes on the revenue record, they are lost when the sponsorship is reassigned. We would like to have sponsorship recurring gifts keep any attributes on the revenue record after the sponsorshi...0
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End Date Gift Aid Declarations for Deceased Constituents
When a constituent is marked deceased, any open Gift Aid declarations should be end-dated.0 Reviewed: Voting Open
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The Overdue Asks for an opportunity should be based on the expected ask date.
Currently Overdue Asks for a prospect are based on the opportunity ask date. From a workflow standpoint it would make more sense to have Overdue Asks based on the expected ask date.0
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Free text option available in events
Under the preferences that we use for collect as an example food restrictions you are not able to add a freetext option. and you cannot select multiple restrictions. As many people have a lot of allergies and different food restrictions we would n...0 Reviewed: Voting Open
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Add 4-weekly payment option to the Revenue Query Node in the Data Warehouse
The Data Warehouse Revenue Query Node does not have RG Frequency = Every 4 weeks as an option. Please add this.0 Reviewed: Voting Open
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"Add multiple" feature for adding event registrants in bulk
Similar to invitees, allow the ability to add multiple registrants at a time from a Selection (provided all those being registered in bulk have the same registration option and are only registering for themselves). This would allow end users to mo...0 Reviewed: Voting Open
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Update the membership card process to generate an output file where the fields can be customized
The current output from the membership cards process produces an output file with a standard set of fields. We would want to be able to customize our own set of fields. These are the standard fields that it generates now and we want to be able to ...0
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Allow Alternate Lookup ID's to be provided on the URL to load a constituent record
When dealing with ID's known outside the system (Phone Numbers, Supporter Visible ID's, email (?) it would be critical to be load the constituent in context from those other entry points. This is particularly useful for call centres with inbound n...0