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Allow batch template and import to update not just Deceased Date but also Confirmation and Source
I see that there is a DeceasedRecordFinder batch template with these fields are available but the Constituent Update batch does not allow for these fields to be used. If these were added this would mean we can easily update deceased data from exte...0 Reviewed: Voting Open
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Allow Planned Gifts to be imported via batch
My organization would like to import csvs with planned gifts (not revenue) in bulk. It would be great to have this functionality via batch or some other means outside of the PGM as we would like to import the gifts to different prospects and/or pl...0 Reviewed: Voting Open
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remove QUERYRECID from query results.
Users can create queries and export the results in Microsoft Excel format. However, some users have experienced two additional fields displaying in the .xlxs output file which were not a part of the query output criteria. These two fields are Rev/...0
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allow the clear results button to be active when a receipt process is interuppted
Occaisionally a receipt process will be unexpectedly terminated and the only way to clear results is via a SQL query. This button should light up for any time that there are transactions that need to be cleared. -
Include Alternate Lookup ID audit information in Constituent History Report
Please modify the Constituent History Report to show changes to Alternate Lookup IDs so that we can see when these were changed and by whom0 Reviewed: Voting Open
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Add check to ensure event registrants aren't registering for two events that occur at the same time
When multiple events are on the same form, provide a notification when a registrant tries to sign up for multiple events that occur at the same time. Submitted by FSU
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Reviewed: Voting Open
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Add batch revenue totals to BBIS event registration batch
Submitted by FSU
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Reviewed: Voting Open
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Add the bounced email icon to appear in the contact information tile area
When an email is marked a bounced via BBIS, the email is flagged with a bounced email icon. This icon appears in the contact tab, but doesn't carry up to the contact information tile at the top of the constituent's page. It would be useful for thi...0 Reviewed: Voting Open
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add an undo "button" in query or export building
There are buttons in the creating of queries and event exports to help speed up the process. Unfortunately, sometimes you can be a bit quick and accidentally delete something that could be resolved much quicker if you had a fast "undo" button to g...0 Will not implement
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Add a Test Mode to Event Registration Form
We need to be able to test the form without charging a credit card OR creating batches.2 Reviewed: Voting Open