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make the major giving management planned steps page more intuitive
In the Prospects functional area\Major Giving Management\Planned steps tab, users have the option to choose a filter for their team's overdue steps. (Image 1). You then can see the number of total planned steps based upon your team (Image 2). But,...0 Reviewed: Voting Open
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Add country search criteria to the Mobilize constituent search.
Currently the Mobilize constituent search only allows you to search constituents within the United States.2 Reviewed: Voting Open
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Add 'sent date' to DWH constituent fact table.
Without it you are making assumptions about the timing of sent appeals. It makes sense for this field to be tied to the constituent and not the appeal. Activation date is not the sent date.0
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Include the event field on the Add a Contact Report form
My organization would like to have the Event Search function appear on the Add a Contact Report screen. At present, it is available on the Add an Interaction screen, but we feel as though it would make sense and be convenient for it to be included...0
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Default the type and use codes per designation on the opportunity record to those on the purpose/designation record.
Why: Currently when selecting a designation on an Opportunity, the user is asked to input Type and Use Codes. The Type and Use Codes would be very good data on the Opportunity, but it is burdensome to ask the user to remember or look up the Type a...0 Reviewed: Voting Open
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Add Media Link and Note query view nodes to the Constituent Source ad-hoc query.
Currently in CRM Media Link and Note information is not available from front end ad-hoc query for Research Requests. The below out of box tables would need to be added the Constituent Source Query View. ASSIGNMENTMEDIALINK BANKACCOUNTADJUSTMENTMED... -
Do not allow submitted R68 claims to be deleted
Whilst hiding the delete button is an option, it would be preferable if the deletion could not happen, as an accidental deletion can happen.0 Reviewed: Voting Open
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allow constituents to pay for auction purchases using a gift-in-kind payment method
Currently you cannot tie a gift in kind with an auction purchase. You generate the following error: The chosen payment method cannot be applied to an auction item purchase. The acceptable payment methods are Cash, Check, or Credit Card. The sugge...0 Reviewed: Need Further Info
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auto expand query search folders in 3.0 webshell
When searching for a query, the folders by default are collapsed, as opposed to 2.91, where they were expanded. This adds another step in the process of finding the query you want.0
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A 'My Tasks' Dashboard to function in a similar way as the My Fundraiser page
This page could be a useful place to display items including pending interactions, completed interaction overview, outstanding event tasks and potentially ties into the palnned Reminders functionality. This page would pick up data where user has...0