-
change Address Processing Options to allow more than two levels of hierarchy for selecting addresses
If someone overpays a pledge payment, it is more likely that we would want to apply the overpayment of the last installment, rather than the next installment.2 Reviewed: Need Further Info
-
use duplicate detection when entering direct marketing vendors
Currently, entering a direct marketing vendor does not detect suspected duplicate records if a similar record already exists, like it does when entering new constituents. -
Increase the size of the 'Name' field when adding a Marketing Effort
The visible 'Name' field when creating a Marketing Effort is very small and is not big enough to see the full name of the effort without having to scroll through box. There is plenty of room on the form to expand this.0
-
Update the Revenue History tab to more clearly identify write off amounts.
It's useful to know that those who have previously pledged and have withdrawn their pledges. Even though it has been written off the pledge looks like it is still live. The pledge has been edited to £0.00 but this doesn't reflect on the Revenue Hi...0
-
change Address Processing Options to allow more than two levels of hierarchy for selecting addresses
Real world address processing needs often require more options. For example, we might want to select Business Address, Home Address, or Primary, in that order. We have a need to allow for 3-5 levels of hierarchy. -
Add a warning page when deleting a process.
Currently all you have to do to delete a process is click "delete process" there should be a message preventing accidental deletes and a pop up that warns you, that you will be deleting the process.0
-
Create a query node for pledge balance by designation
Currently there is not a way in CRM to report on the balance of pledge by it's designation. The current query nodes will only show the full pledge balance.0
-
redevelop the relationship with maestro pro for auction import export.
This functionality was available in earlier version of the software. Upgrades have removed it. I have sites that use this software and wanted to use these features now that we are fully converted.0
-
The proposal name should be a drop down menu and not a free form text field to reduce errors in entering proposal names. This would be helpful in query when the criteria is "proposal name equals".
No description provided0
-
BB Article Number 107871 - Perpetual loading when editing a saved export definition
The Knowledgebase article 107871 is a stop-gap work-around, not a fix. This is a bug that should be addressed in a patch.0