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Would Like to be Able to Create Dynamic Lists Using Data Warehouse Data
We would like to be able to create dynamic lists using data from the data warehouse. Presently, we have to create lists using data from both the CRM data and the data warehouse causing us to only be able to create static lists for many of our even...1 Reviewed: Voting Open
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Add start and end time fields to the Steps of a Funding Request
Currently, it is not possible to add start and end times to the Steps of a Funding Request. Since this behaves much like other Interactions, it would be helpful if start and end times could be added to the Steps thus facilitating potential integra...2 Reviewed: Voting Open
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Benefit calculations on Events
When a partial payment is made on an event registration and then paying it off, the benefit is not carrying over to the benefits tab thus affecting the General Ledger distribution. When full payment is made, the benefit is added.
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Reviewed: Voting Open
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Add the ability to record pronunciation of names
Like FB and LinkedIn, it would be very helpful to have a way for families / students / faculty to record their name pronunciation both at the application stage and in the system. It would allow us to truly know our constituents - and their preferr...0 Reviewed: Voting Open
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Similar to RE7, soft-credits should show in the revenue tab of the prospective soft-creditor. Perhaps in a different colour so that primary donations and soft-credits can be identified.
Easier for fundraisers and other uses to view soft-credit history. All revenue in one place.1 Already exists
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Allow split designations to be changed through a generate Revenue Update Batch
This would be useful because if a batch has several gifts with split designations you will have to manually edit the designations instead of letting the batch automatically update the designations.0 Reviewed: Voting Open
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Add the ability to link an opportunity directly to a planned gift record (not the payments).
In CRM 4.0 SP10 a feature was added that allows payments on a planned gift to be linked to opportunities. For tracking purposes, it would be helpful to be able to link opportunities to the planned gift record itself as payments may not be realized...1
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allow users to import revenue transactions to campaigns that aren't defaulted on the designation.
Currently when importing transactions you cannot specify the campaign to associate with a transaction if it differs from the one on the designation. This can be done manually in the batch - we would like the ability to do this to a large number of...1 Reviewed: Voting Open
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allow users to enter a fuzzy date or just a year for relationship start and end dates
Sometimes there are relationships that include employment start dates, assessor dates, and the like where the precise date isn't known, but the month or year may be available. It would be useful to be able to add the information we do have to the ... -
We need to be able to see who is creating and editing committee memberships in the audit tables
Currently the audit tables for committees do not track when members are added or edited. We would like this functionality added to the program so we can track who is making changes to these records.