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Add Solicit Code Fields or Configuration to the Constituent Update Batch
My organization would like the Constituent Update Batch to have the functionality to add solicit codes. Presently, the Constituent batch has this configuration but the Constituent Update Batch does not; but it would be handy for us to import solic...0
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Add a very simple index that is missing on the Generated Market Segment tables.
This index would reduce system resource consumption. Below is an example query captured with the index: select @TESTSEGMENTID = MD.TESTSEGMENTID, @SEGMENTID = MD.SEGMENTID from MKTSEGMENTATIONDATA_90C0B288_6FD8_45B8_AE64_5AB89B2EA21C MD where MD.D...1 Reviewed: Voting Open
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Add an additional node on the Constituent Source view that allows users the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.
When creating a query using the Constituent Source view, users would like the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.0 Reviewed: Voting Open
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Address Summary tile shows former addresses
The address tile shows former addresses, while the contact tab give you the option to show or hide former addresses on the constituent record. There should be a way to hide the former addresses from the Address summary tile0 Reviewed: Voting Open
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Suggestion to add Revenue Handling with Merge Organization functionality
Was surprised to discover that the "merge organization" tool which allows the simulation of real-life acquisitions or mergers between companies *does not* include the transfer ofrevenue from the company/(ies) that will no longer exist to the compa...1 Reviewed: Voting Open
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Additional fields and capabilities needed for Planned Giving Additions
Planned Giving additions are a helpful tool in allowing users to view one comprehensive view of the donor's total estate intention as it has evolved over time. In order to use this feature though, there are missing fields that need to be added: ...0 Reviewed: Voting Open
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Need ability to generate a receipt for a constituent that is marked as deceased
Our business practice is to book estate gifts against the constituent with whom we had the original planned gift. However, the out of the box receipt process will exclude constituents that are deceased. We need the ability to include deceased reco...0 Reviewed: Voting Open
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When using a query, be able to query on and exlude households where both members are deceased.
Currently CRM does not have the functionality to query on households were both members are deceased, you can also not exclude household records where both members are deceased.0
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Allow for conditionally mandatory fields on Add Data Forms
It'd be great if fields in add data forms could be made conditionally mandatory; e.g when adding a new constituent no address fields are mandatory until an address type is selected, after which country & address block become mandatory. Would a...0
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Add global deletion for Prospects tab - Financial Information
There is no way to currently delete financial information on the Prospects tab, as there for other parts of Prospects, like Ratings. This is causing the hardship of having to manually delete those records when we run a new batch every couple of ye...0