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Provide ability to run credit card processing for one-time credit card gifts based on a selection of batches rather than batch by batch
Provide ability to run credit card processing for one-time credit card gifts based on a selection of batches rather than batch by batch. Currently, you need to run credit card processing batch by batch, but this is very time consuming for large, m...0
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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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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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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 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 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
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Need ability to change the prospect plan linked to a planned gift record
Sometimes, we need to change the prospect plan that is linked to a planned gift record. At this time, it is currently grayed out in the Edit Planned Gift screen; therefore, you have to delete the entire planned gift record and start over from the ...1 Already exists
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Add a "Pledge Subtype" filter to "Pledge status and analysis" report
No description provided0 Reviewed: Voting Open