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Remove Illegal Characters in the Exports' Headers
The system exports files with characters in the headers that must be removed prior to being able use the data to import back into the system. In order to export and then import, therefore, you have to modify the file each time. This needs to be mo...0 Shipped
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Fix the bug in the Data List editor which corrupts filters when the same underlying field has two filters applied
Presently, if we add a field to a Data List twice and then filter on it with two different filters, this works. However, if we then edit the Data List, the filters are corrupted, both being set to the same filter type. E.g., if we add Revenue\Da...4 Shipped
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Allow Recurring Gift Upgrades via Import
Our organisation is running a Marketing Effort to ask Constituents with Recurring Gifts to increase their commitment amounts. This is being managed with an external vendor, and has been going quite well. We have over 500 reponses back, and now nee...4 Shipped
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Give the ability to clear partial matching gift claims
Schools have issues using the clear matching gift claim process because it does not clear partially paid claims0 Shipped
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Ensure default name formats are added to new Constituents added via Constituent Update Batch
Default Name Formats are not applied to new Constituents added via Constituent Update Batch There are defaults for name formats set up in Configuration within the Constituents Functional Area. Those defaults are added to new Constituent records w...0 Shipped
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Allow to register more than 50 registrants for a multi-level event with sub-events
Currently, there is a limitation to register 50 people for the event. This includes multi-level events with sub-events. For a example, if a person registers 3 people for a multi-level event with 20 sub-events, they are counted as 60 registrants in...0 Shipped
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Adding new constiuents in Revenue Batches like in Raisers Edge
If you are in any batch type other than constituent, you do have the facility to add a new constituent from within that batch. The issue is that you are only presented with the very basic constituent fields, so you can’t add relationships, DP or s...0 Shipped
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Add 'Last Updated' or 'Updated' Field to Ad-hoc Queries Datalist
The Ad-hoc Queries datalist includes the date a query was added, however, it would be great to have a field to display the date the query was last updated.0 Shipped
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Add Direct Debit support to Advanced Donation Form
I gather the long-term goal for the Advanced Donation Form part is parity with the functionality in the out-of-the-box Donation Form part. At present, the ADF can only take single and recurring gifts if paid by Credit Card. It would be extremely u...1 Shipped
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connect social accounts to constituent records
Please allow for connectivity for LinkedIn, Facebook, and other social accounts. Salesforce have apps, which connect these and allow icons to show in the constituent record. The end result is a photo in the record and a direct linkage to their soc...2 Shipped