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Add a front end configuration for the header color in CRM.
Currently it can be done by modifying the out of box css but it would be helpful to be able to adjust the header color using out of box means. Using different header colors for your environments can help your users easily recognize which environme...0 Reviewed: Voting Open
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Add the ability to edit the Site on a Stewardship Plan in bulk
It may be necessary to change the Site on Stewardship Plans on multiple records at once. There doesn't appear to be a way to do this via Global Change or in the Manage Stewardship Plans area in Prospects.0 Reviewed: Voting Open
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Segment Builder should include a field for Segment Category
We use Segment Category for all of our Marketing Segments. We also use the Segment Builder to create most of our Segments. Segment Builder does not include a field for the Segment Category. We need to have these updated by a programmer after creat...0
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Indicate clearly in the constituent search screen whether a constituent record is inactive eg red text or 'inactive' next to the name
No description provided0
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Allow constituent duplicate search process to turn off matching via address
My organization has a number of constituent organization records without addresses that need to be merged. At present, the constituent duplicate search process won't pick them up because it requires the constituents have addresses. This feature wo...0 Reviewed: Voting Open
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Add Invitee-event node
the query nodes are counter-intuitive when you are using the invitee process. You are unable to query from constituent level who was invited by event category (for example). 'Event' is not available from Invitee.0
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add a Fundraiser's pending activity/interactions for that week in an email alert
Currently there are several email alerts for when fundraiser activity is reassigned or changed, but there is nothing like a task reminder for upcoming interactions. We can't create a custom email alert because the expected date can't be used as a ...0 Reviewed: Voting Open
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Have access to Marketing Plan Tasks in the Query View
In order to meet Reporting needs for Marketing Plan Tasks.1
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Create a global change to remove selections from query designer
The query search can get pretty cluttered and to clean it up my organization is hoping to remove some selections from query designer. It would be great if there was a global change for this so that we could do it en masse instead of individually. ... -
Automatically remove Donor Constituency when pledge is written off in full
The Donor Constituency is automatically assigned to Constituents when a pledge is added. However if the pledge is written off in full (and there is no other revenue recorded on the Constituent's record) the Donor Constituency remains on the record...1