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Add the ability to create or edit donations forms in staging for testing, that when complete, can be exported and then imported into Production
Idea entered on behalf of client: Working on a page/form/part configuration in non-Production looks pretty good. It would be great if there was an option to push the object out to our Production environment so that efforts made in developing the i...1 Reviewed: Voting Open
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Allow event invitations to be imported
On occasion, my organization sends event invitations outside of the CRM application and it would be helpful if we could import a file containing all the event invitation recipients to get them added to the Event invitation page.1 Reviewed: Voting Open
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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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Move table creation from revisions to table specs
Currently stored procedures can be loaded to the data mart through a spec by specifying a mart key. The actual tables, however, are still left to a revision. Adding a special table spec would make management and deployment of the BBDW simpler and ...0 Reviewed: Voting Open
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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... -
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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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