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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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On the Add Payment and Edit Payment forms, Reference Number and Reference Date Fields be available for all payment menthods. Currently the fields are available for Cash, Direct Deposit or Other Payment methods.
No description provided0 Reviewed: Voting Open
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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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Change event registration payments to count as one application, instead of two, when only some of the registration counts as charitable giving
At present, if an event registration option has a benefit or a cost set up, payments for that event have two applications, one for the charitable portion and the other for the non-charitable amount. While understandable, this does throw off applic... -
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
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allow user to post Event registrations to the General Ledger
I would like to ensure that event registrations commitments (before a payment is made) get booked and posted to the General ledger.