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Add transaction as a currency filter in Recognition History
When looking at the Recognition history screen, you can use the filter currency for Base/Organization/My Base. It would be ideal to have Transaction as an additional filter option which is available in Revenue history.0
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create a way to limit permissions to the Add an organization button to the right of Related organization search.
It would allow a more granular permission ability to this area of CRM. This would allow a better defined ability to control the role of the end user.0
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When querying Registration type a drop down table would be a better alternative.
When querying from Registrants > Mapped Registrations > Registration type node, a value is expected. This seems unusual and drop down value table would be a better alternative. The current design opens opportunities for a user to query on th...0
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Inactive records do not produce an error message when sending communication processes.
In some scenarios, uses may have merged two constituent marking one inactive. If that record ID is then used in a segmented house file, you will find that you are able to processes the file without error, however, the inactive record does not rece...0
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Add the ability to map a user-defined field in a Finder File to an alternate lookup ID
My organization would like to have a user-defined field in a Finder File mapped to an Alternate LookupID if the constituent gets created when sending in a donation.0
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prevent returns from a line feed when exporting notes in Designations.
When exporting notes in Designations an extra line feed is added during export. Using the Line Break Character options does not restrict this extra line feed.0
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add lookup ID to the Marketing Effort Exclusion Report
Currently the report lists only the excluded constituents’ names. When we send this report out to departments they have to lookup the constituent by name. Common names produce multiple search results for the department personnel and they have to d...0
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Provide an option to send interactions/steps from CRM to Outlook with a status of 'busy'
If a person has scheduled a meeting or call in CRM (interaction/step), it would be nice if we had the option to pull this over to Outlook with a status of 'busy'. Right now they all come over as 'free' and need to be manually updated.0
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update the Outlook exchange type for phone type mapping.
For Outlook Exchange integration the mapping for phone type is out of date. Not all of the exchange type fields are able to map to outlook. -
allow the 'Marriage Options' search to be added as a shortcut
Right now the only way to get to the Marriage Options search area is by searching in the Application Features area. It would be very helpful to be able to add it as a shortcut.