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Ability to Create Custom Funcational Areas and hide out of box ones to certain groups
I want the ability to create our own functional area and hide the out of box one from the Development staff. If you grant any of the tasks from the Constituent functional area on another custom created Functional Area, the user will have access ...0 Reviewed: Voting Open
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R68 - Do not allow clearing of results from a submitted claim
It is possible to clear results from a claim after submission to HMRC - this means that there is a possibility of claiming the same revenue twice. The ability to clear a successful claim should not be available.1 Will not implement
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Add the ability to query on how many days are left before an Application User's password is set to expire.
It would be beneficial for users to have the ability to query on how many days are left before their Application User password is set to expire. Potentially this could be a field added to the Application User or Application User Password Reset Req...0 Reviewed: Voting Open
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The ability to add relationships organization to organization in an update batch.
Currently, relationships between individuals and individuals and organizations can be added in an update batch. It would be good to also be able to add relationships between organizations.3
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Export Definitions Form - on small screens
It would be useful when editing export definitions to have a variable sized form that when accessed via small sized screens (Laptops for example), an option is available to scroll down to access the save button. As you can see from the attached, i...0 Reviewed: Voting Open
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consider write-offs in the Giving List report.
The ability to include/exclude write-off amounts in the giving list amount raised total to get a more accurate account of total giving.0 Reviewed: Voting Open
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Add functionality allowing prospect plans to be merged
My organization would like the ability to merge multiple prospect plans. We have prospects with multiple plans, but in reality all the steps, interactions, etc. should be on one plan.0 Reviewed: Voting Open
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link a vendor record in Comms and Marketing to a constituent record
Vendor records should be linked to a constituent record in CRM so when an address and other details are updated in CRM they are reflected in the vendors area in communications and marketing.1 Will not implement
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Make Relationship Manager Field More Useful
Move Relationship Manager Field to a More Intuitive Location: From Constituencies Tab to Relationship Tab. Add Option of type (code table) Add sub-tab on Fundraiser Tab to list any constituents you are the manager for Add any interactions that i a...0 Reviewed: Voting Open
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Allow the Gift Aid sponsorship and Constituent declines Gift Aid check boxes to be used for gifts held against organisations and groups
As part of our challenge event processing we regularly use the Gift Aid sponsorship and constituent declines Gift Aid check boxes to show what gifts can be Gift Aided without reference to the constituent's own Gift Aid status. This works well for ...0