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Show Step Owner in Fundraiser on the Go (FROG)
When completing steps/interactions, it isn't always obvious which step should be completed, particularly in a multi-interest prospect. Please add the step owner whenever steps are displayed!0
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Add Consent record when constituent unsubscribes
When a constituent unsubscribes from an email campaign add a consent record instead of marking the email address as "do not contact". Marking the email as "do not contact" doesn't accuratly relect the constituents unsubscribing from a newsletter r...0 Reviewed: Voting Open
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Allow plan participants and primary contacts to be viewed through Fundraiser on the Go
View the associated plan participants and primary contact information through FROG0 Reviewed: Voting Open
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Paste an Outlook message to the notes field in CRM
It would be helpful to be able to cut and paste an Outlook message directly to the notes field in CRM without first having to paste it to notepad to remove any word formatting that Firefox does not remove. If you try to paste it directly to the No...1 Reviewed: Voting Open
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Ability to "strike out" lines of a query to make them inactive without fully deleting them
This helps users test their query logic without fully deleting rows of logic. You can then re-activate the line you created with a click of a button. This is especially helpful when your row of logic has text fields you had to type in, a "one of" ...2 Will not implement
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Add sum total of all notes and attachments from all related documentation in the Documentation and Interactions tile
Our staff have expressed interested in having the counts of notes, media links and attachments in the documentation and interactions tab reflect the total number of notes, media links and attachments that are reflected on the documentation summary...0 Reviewed: Voting Open
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Allow for pre-selected batches in version 4.0
It would be helpful if after editing, closing and saving a batch. The batch would still be pre-selected when the batch data list is loaded.0
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Add 'Date opened' field to Community Emails Received node in Ad-hoc Query
This date is visible when we look at an individual record on the Constituent record / Communications tab. E.g., when we expand a particular communication it says 'Opened: Yes - 18/08/2018'. It would be useful to be able to query on this date.0
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Add configuration that allows additional filter criteria to be added to export definition
Many users need additional filter criteria to be added to export definitions. Instead of always playing catch up and continuing to add new filter criteria one or two at a time, a configuration that allows you to select field that are needed in exp...1
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Create a feature that allows user to query zip codes within a radius of miles from a starting zip
Many invitation lists cause our event planners to ask for constituents who live within a certain number of miles from the event location. Having a way to create these selections quickly and easily would be a great feature!1 Already exists