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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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Add Interaction Tab to Event Records - Ability to see all interactions from constituent records that have selected that event
There is the ability to select an event record when adding an Interaction. It would be nice to have a tab on the Event Record to list all interactions that are connected to that specific event1 Will not implement
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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
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Auto-fill start date for data entry of contact information as 'today'
When entering contact information for our constituents, 9 times out of 10 the start date is going to be the date we are entering the data. Would be helpful to have that date auto-fill with 'todays' date to assist with the speed of the project.