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Add the department field to the business tab in the add an individual form
Currently most employed constituents, linked to organisations, will need to have a job title and department defined. The business tab in the add an individual form currently only shows job title of these 2 fields which means that the record needs ...0 Will not implement
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Allow the application to successfully interpret Word quotation mark/apostrohe formatting.
When copy/pasting a constituent name from Word that has an apostrophe (e.g. O'Donnell) into a search field, the application does not interpret the Word formatting and returns no results. This can cause duplicate records to be created.0 Will not implement
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Convert Household record to Individual record.
It would be good to have a method, via the application, to convert one record type to another record type, for example, converting a Household to an Individual. -
Education tile - Involvement
Add Education Involvement to the Education tile with arrows to scroll through the multiple involvements or create a separate Education involvement tile. This would help our Athletics department see Athletic type involvements (Letter winner) at a g...0 Will not implement
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Batch - Add Export option to navigation pane outside of batch
On the new batch view, it would be great if EXPORT was an option outside of the batch. When the user clicks the green arrow next to the batch, export can be an option. This will allow the user to export without clicking into the batch.0 Will not implement
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Use first and last name for guest on event registration tab
On the event registration tab, the Guest Name uses a name format rather than the first and last name fields, causing some performance impact. Registrant records use first, last name format. Can this be changed to be consistent between the two?
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Will not implement
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have a process to bulk add/remove sponsorship opportunities to and from pending status
There should be a process or two processes which should allow users to change the eligibility of a sponsorship opportunity from Eligible to Pending or Pending to Eligible in bulk.0 Will not implement
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Add Interaction Tab to Event Records - Ability to see all interactions from constituent records that have selected that event
There is the ability to select an event record when adding an Interaction. It would be nice to have a tab on the Event Record to list all interactions that are connected to that specific event1 Will not implement
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allow the option for Auction Purchases to be added via revenue batch thus not requiring AuctionMaestro Pro for auction purchase data entry.
allow the option for Auction Purchases to be added via revenue batch1 Will not implement
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Wealth Point showing duplicate Real Estate records - need to distinguish between Fidelity and Core Logic
We are receiving duplicate real estate records with the switch from Fidelity to Core Logic. This has caused issue with calculations of wealth when missed. We are challenged with the new items coming in and there not being a way to see that they ar...0 Will not implement