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add a remove application button in a revenue update batch
If you change an application on the edit payment form you have the option of removing the application completely from the transaction. If you use a revenue update batch the new application is added but a zero dollar application remains.0
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Allow ability to set default for attribute categories Data Type Yes/No
Example, when using Yes/No attribute data type, it defaults to NO in CRM. We can't change the default to YES which creates the manual step to change it to YES.1 Reviewed: Voting Open
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Delete Queries within a Category
We should be able to select multiple queries in a category and delete them. I currently am cleaning up a MESS of thousands of queries created over 15 years by previous users. "Delete Multiple Queries" pulls up the ENTIRE list of queries. It would ...0 Reviewed: Voting Open
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Update Page Design mode so Listbuilders could be created in CRM instead of SDK
ListBuilders are more powerful than datalists. It's possible to build a datalist from a query in CRM, why not ListBuilders as well?1 Reviewed: Voting Open
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In the event module, we would like to be able to change the Attended status process on the registration tab to be more efficient to update main and sub-events attendance of all registrations in two steps.
In the event module, we would like to be able to change the Attended status process on the registration tab to be more efficient to update main and sub-events attendance of all registrations in two steps. We would like to have all registrants’ ma...0 Reviewed: Voting Open
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Add Recurring Gift Activity Query to Revenue node
To allow add fields like Activity in ad-hoc query it's required to add this query view.4 Reviewed: Need Further Info
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Show Possible Duplicates When At Least Three Factors Match
It would be great if we at least got the option of "Potential Duplicate" if three parts of a constituent's data matched in two or more records...such as Last Name, Address, and Email Address. Often, a person will create their own record using a ni...0 Reviewed: Voting Open
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Add ability in ad-hoc query to select by when direct debit payment details updated
We need (under our banking regulations) to send a copy of our terms and conditions to any supporter who updates their direct debit payment details, yet there does not seem to be a way to query such details to allow us to schedule a thank you email...1 Reviewed: Voting Open
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Add the ability to set up recognition for Planned Gifts that do not have revenue on them.
This would be useful in the instance that Planned Gifts are not booked as revenue when they are added to the system, but the organization would still like to process recognition for Planned Gifts, even though they do not have revenue on them.1 Reviewed: Voting Open
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Use Standard Date Criteria for the Task Reminder Apply Date Criteria screen
With the frequency for Task due dates, there is a need for using the Standard Date Criteria that is available in other date criteria queries.1