-
Planned Giver constituency whereby it is only automatically added to records
There is a defect with the Planned Giver constituency whereby it is only automatically added to records when at least one designation has been added against a Planned Gift and not at the point that the Planned Gift is created. In a majority of cas...1 Reviewed: Voting Open
-
add back the hyperlinks within the Household member's detail box
In 2.5 we had hyperlinks in the detail box associated with a Household member so that you could easily navigate to giving, active constituencies and groups they were a member of. Because, in 2.91, the form is now Web and not Windows those hyperlin...0
-
v2.91 and v2.94 wrap the text on tab names so there is not a need to scroll to see them
When we upgraded to v2.91, the text wrapping that was available in v2.5 went away. We now have to scroll to see all of the tabs. Would be great to be able to see them all and have the text wrap. Thank you.0
-
Suffixes
We need a way to accommodate suffixes that require a blank after the last name field and those that do not. For example, ', M.D.' which cannot have a space after the lastname and suffixes such as 'III' which need a single space after the lastname....0 Will not implement
-
allow 'add constituent' permissions to be removed from Prospect Quick Search
Right now the functionality for adding a constituent is built into the Prospect Quick Search page, however, we need to be able to lock down the 'add constituent' permissions to our Research Team without completely disabling Prospect Quick Search. -
allow mass moving of available fields in batch design & entry to selected fields
No description provided -
Add ability to set up recognition credit defaults on tributes
This would help ensure that all transaction received thru a tribute give recognition to the individual or group responsible for initiating the tribute.0
-
Add Next of Kin Notification per revenue record
We would like to be able to set the Next of Kin notification per revenue record. Notification of the Next of Kin can vary depending on who sends in the gifts. If the gifts come from the next of kin then there is no need to notify the next of kin. -
Enhanced revenue batch: benefit should change when appeal was changed in batch
Currently, if a transaction is entered in batch with an appeal that has a benefit associated with it, but then the appeal is changed in that batch entry (before batch is committed), the "original" benefit stays on the transaction. Users must remem... -
Create an option to disable an accounting system. Need to disable 12 superfluous accounting systems
Our design gave us 12 accounting systems unnecessarily. After we redesign and consolidate, it would be great if we could disable the old accounting systems so that they can't be used anymore and so that we wouldn't have to choose the accounting sy...0