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Documentation Summary capture all documentation in a record
Documentation from Constituent, Plans, PGs and Interactions/Steps should be included in the Documentation Summary to save time when someone does not remember where they added a note or attachment. It should also enable the user to go directly to t...0
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fundraiser
When you change the "Fundraiser" constituency it changes on the constituency tab, but should ALSO change pervasively throughout the system (the way that Major Giving Prospect pervasively updates throughout system when changed). (Submitted on beh...0
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former Major Giving Prospect should prompt user to renew constituency
When a constituent is no longer a Major Giving Prospect, the system should prompt the user before allowing any changes that would normally be made only to MGPs such as adding a plan. A prompt to either renew to MGP constituency or confirmation of ...0
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Allow sub-constituency value
I am submitting this request on behalf of Pat Nagaro (patrick.nagaro@elca.org) at ELCA. ELCA would like to have a way to build sub-values under a constituency. For example, they currently have a constituency type called "Rostered Leader" and they ...0
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Phone Finder - Add Start Date
When running a phone finder process, add a start date!0
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Spouse Copy Address not an option in Constituent Update Batch
I want to use a constituent update batch to add spouses to existing records but I can't copy the address to the spouse because the field "Spouse Copy Address" cannot be mapped to anything.0
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Uncommitted and Committed Batch Lists - Show Total Rows and Amount as Summary
Our users would love to see the total rows and amount for uncommitted and committed batches in the data lists as a summary line. This would help with reconciliation, and finding the right batch when following up items.0
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Import - Turn off Address Standardization
When you set up a new import (or batch template or import template), allow the user to check whether they want to turn off address standardization on the records (when address standardization is on for the rest of the system). When efforts are m... -
Direct Marketing Effort Import
There are a TON of error messages that are not getting caught during the batch validation process. It would be helpful if some QA was done to ensure that when a Direct Marketing Effort batch is validated that there are fewer errors. -
Entering duplicate registrants through batch should warn before you validate
When entering a registrant through batch, you do not get message letting you know that the constituent can't be entered more than once on an event until you validate. It would be great if this message appeared sooner, like right after you added th...0