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Sort Group Members Alphabetically by last name
Currently, when viewing the data list of all members of a group, the data list is sorted alphabetically by title. For groups with a large number of members, this makes it rather challenging to find the member you are searching for, especially if y...0
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Make the query name field larger on the Set Save Options tab
We often copy queries to create new queries and only need to change a portion of the name. Since we can't see the entire name we have to click in the field and use the arrow keys to navigate through the field.0
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Allow user to select the constituent when multiple matches are found above duplicate matching threshold
When adding information via a Batch (such as Enhanced Revenue or Constituent Update), duplicates are determined by the settings specified by the user. There is a threshold percent in which records are automatically added as a match, and a range wh...
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Reviewed: Voting Open
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Display Stewardship plan's Plan Type under the Plan data list view
Unlike Major Gift plan's plan type, Stewardship Plan Types are not displayed in the data list0 Reviewed: Voting Open
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Allow Start and End Date to be entered for attribute extension form
I'm submitting this request on behalf of ELCA. It's great that an attribute extension form can be created and attached to an existing data entry form. However, when you do this you cannot enter the start or end dates for the attribute value. The ...2 Reviewed: Voting Open
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allow the option for Auction Purchases to be added via revenue batch thus not requiring AuctionMaestro Pro for auction purchase data entry.
allow the option for Auction Purchases to be added via revenue batch1 Will not implement
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Wealth Point showing duplicate Real Estate records - need to distinguish between Fidelity and Core Logic
We are receiving duplicate real estate records with the switch from Fidelity to Core Logic. This has caused issue with calculations of wealth when missed. We are challenged with the new items coming in and there not being a way to see that they ar...0 Will not implement
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GL Segment Mapping Copy Function
In the "Map Composite Segment Values", there should be an option to copy values from one segment to another to avoid repetitious typing.0
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add an indicator so that even when filters are hidden, the user knows that a filter is on
There is no indicator if a filter is on, so for example, donor information may be filtered for the past six months, but the user would never know a filter was set.0
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Universal re-sizing for pop-up boxes
Some popup boxes are re-sizable, however the most commonly used boxes in the general constituent area such as adding an Attribute, Solicit Code etc aren’t? Those two examples are exactly the boxes we need to have expandable.There doesn’t seem to b...0