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Unable to filter off of committee name in a constituent export definition.
Currently you cannot filter on Committee name in a constituent export definition. We would like to filter on this value to select that only certain Committees are exported with our selection of Constituents.0 Reviewed: Voting Open
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Goals Code Table
I would like the ability to be able to access the Goals Code Table in the Designation. We track goals on a Fiscal Year basis and would like the ability to inactivate old entries and add new entries directly into the code table. Currenly only the a...0
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allow for adding or inactivating statuses on Interaction records
We would like inactivate one the status codes for interactions, but these values are hard-wired.0 Will not implement
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Add the ability to alphabetized letters using the correspondence process to generate a mailing
There is not currently a way to alphabetized letters using the correspondence process to generate a mailing and it would be useful to create a method for sorting how they are sent.0 Reviewed: Voting Open
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Reflect cancelled numbers in both the event capacity and event summary
Currently both the event capacity thermometer and the Overview summary tab shows the number of constituents marked as will attend. If a registrant is marked as will not attend then this is reflected in the numbers however if they are marked as can...1 Reviewed: Voting Open
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Add Membership Attributes into Membership Dues Batch
We and many others will have Membership Attributes to hold extra information that doesn't fit any of the out of the box fields but there is no ability to add attributes via a Membership Dues batch unlike the Enhanced Revenue Batch so users have to...0 Reviewed: Voting Open
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Have the ability to update existing credit card details for pledges and recurring gifts with the Bluefin device
Currently Bluefin integration is used to enter credit card details for new payments. Need the ability to update existing credit card details for existing recurring gifts or pledges.0 Reviewed: Voting Open
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add a global delete for business process
Currently there is no way of deleting multiple processes like global changes or queues in one go. We'd like a global change that deletes these so they don't have to be removed one by one. -
Add the ability to add permanent 'honourary' members to Recognition Programs.
Our recognition programs often have members who are permanently part of the program whether they donated in a particular year or not. It would be helpful to be able to add them directly into a program but not have their membership lapse.0 Reviewed: Voting Open
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Add Website to 'Organization Information' tile on Constituent View v4.0
Allow Website to be on the 'Organization Information' tile on the constituent screen. In v3.0 it was an easy link on top. In v4.0 the tile would be better if the tile could be changed by the user to have needed info showing, and not needed info hi...1 Will not implement