-
I would like to prevent entry of new items from the Planning Calendar and make it view only.
I cannot turn off "Add" permissions to Planning Calendar items, nor can I hid the Add button using Page Designer. According to a response to Case # 14264343, "the main issue lies in the fact that the "Event" and "Appeal Mailing" options within the...1
-
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
-
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
-
when adjusting a pledge, we want to ensure the previous payments are not adjusted
When you adjust a pledge, in particular when you add an additional designation(s) to a pledge (because donors always seem to change their minds), we want to ensure that users do not have the ability to adjust previous payments that may have been a...0
-
Have access to Marketing Plan Tasks in the Query View
In order to meet Reporting needs for Marketing Plan Tasks.1
-
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. ... -
Add new tick box option for 'Copy primary address to spouse's record' to the Manage Life Changes page.
Two new options were added to the Manage Life Changes page so users can select whether primary phone numbers and primary email addresses should be copied to spouse records or not. However, the primary address is still copied over automatically to ...0 Reviewed: Voting Open
-
Ability to configure which revenue fields create posting or adjusting transactions
Currently, changes to a number of revenue transaction fields cause adjusting transactions that are not relevant to our posting process. Apparently, there are other organizations that use these fields for generating posting or adjusting transaction...2
-
Enable the revenue in a Gift Aid claim to be "marked as claimed" independently from the gift Aid refunds.
This would cover scenarios where HMRC confirm the two separately.0
-
Add a way to find marketing effort segment direct responses, indirect responses, and unresolved responses with revenue IDs
My organization would like the ability to find the revenue records that are direct responses, indirect responses, and unresolved responses on marketing effort segments. We occasionally have issues where revenue records have a segment's source code...