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allow for adding designations to events after registrations have been added to records
Once an Event has registrants, you're unable to check 'allows designations on fees' which means you can't attach a designation to the revenue record0 Reviewed: Voting Open
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allow constituents without the staff constituency to be event coordinators
Temporary staff do not receive the STAFF constituency, so cannot be Event Coordinators. We have Temporary staff in a specific department who need to be coordinators. Currently there is no way to handle this. -
add the payment subtype to the Enhanced Revenue Batch Control report
we utilize the "other" payment type quite often and to be able to see the other subtype on the batch control report will benefit the finance team.0 Reviewed: Voting Open
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Create a new Batch template for Educational Involvement import
We would like to use Batch to import Educational Involvements.0 Reviewed: Voting Open
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Creation of a household account and 2 associated individual from an enhanced revenue batch
Currently it is not possible to create a household account and two associated individual accounts with a gift in a revenue or enhanced revenue batch. This would help streamline the process and save creating a Constituent Update Batch after the fact.1 Reviewed: Voting Open
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Add Integer type that allows decimals in Attribute Categories
Currently, when using the Numeric Data Type in Attribute Categories it does not appear to have the ability to use a decimal, and instead returns an error. The closest thing seems to be Currency but that doesn't seem to be a good choice for a non-m...0 Reviewed: Voting Open
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Ability to link an opportunity to an applied event registration within batch
If you're applying a gift to an event registration within an enhanced revenue batch, the "Opportunity" column becomes grayed out. Please have us be able to link opportunities to these event registrations within batch.0
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create a global change process that allows the creation of a constituent household record for two constituents sharing the same last name and street address.
We're looking for a tool that would allow household records to be built from a query selection. Currently, this can only be accomplished manually one constituent at a time.0 Reviewed: Voting Open
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Add support for standards based Single Sign On, specifically SAML.
Currently, we maintain several on-site servers to handle authentication for our hosted CRM systems. It would simplify our infrastructure, reduce costs, and allow us to leverage our more substantial investment in standards based SSO. Our SAML serve...0
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have a date range filter on each tab in my fundraiser page
Each user/manager works a bit differently and having the ability to see the my fundraiser tabs such as "Completed Steps", "Pending Steps", "Planned Steps" using a date range specific to the need is much more user friendly than just past 7 days or ...0 Reviewed: Voting Open