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Prospect Plans Tab, Identify which plans are Historical
When Including Historical Prospect Plans on the Prospect Plans tab, you cannot easily tell which plans are historical. Please add a column indicating which plans are historical. As a work-around, we are currently adding the word 'Historical' to th...0 Reviewed: Voting Open
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add a 'narrative' field to the 'add a major giving prospect' form
When adding a new plan to a major giving prospect there is the ability to add a free text description in a 'narrative' field on the form. However, when using the 'add a major giving prospect' form on the Prospect page the narrative field is unavai...0 Reviewed: Voting Open
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allow payment method of Stock/Property on membership dues
UGA is testing the eCRM membership module (CRM 3.0 sp7) and the definition of table BATCHMEMBERSHIPDUES limits the payment method to Cash, Check, Credit Card, Debit Card, and Other.0
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allow payments to be applied to memberships in Revenue Batches
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Matching gifts on membership payments
Need the ability to associate matching gifts with membership revenue. -
Split a Membership
We need the ability to split a membership. For example, If two constitutes divorce and they have a joint/family membership once they divorce they should each have a single membership. We don’t take away membership if someone passes away or divorce...0
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Search filter in 'View Emails'
Would it be possible to add a search filter within the View Emails area of Marketing & Communications? There is one in place for Application Users under Administration and this is much easier to use than the separate search form.0
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Allow dynamic selections to be used for Marketing Effort Segments
You can currently only add static selections to Marketing Effort Segments. It would make things easier if you could also add dynamic selections.0
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Show past the current calendar year on the Planning Calendar
We would like the Planning Calendar to have a filter to show next calendar year and this fiscal year.0
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to have the ability to import Prospect Plans through the batch population process in CRM
it meay be usefult o have a way to get legacy info onto DARS, I was hoping there would be a way we could import it via batch, to import data against plans/in the plans area of DARS0 Reviewed: Voting Open