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Create Tally Reports (like RE)
It would be great if CRM had Tally Reports similar to RE so that users could quickly and easy pull count (by age, site, month, zip codes, gift sizes, etc)0
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Packages Filters
Add filters to the column headings on the Packages data list like you have already done on the Marketing Effort data list.0
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Giving List: Allow user to choose Giving List first
In the Giving List, the system attempts to open all revenue first; it would be very helpful if the user could choose a giving list template from the Giving List area BEFORE the page loads. -
Allow for a primary site on a constituent
We have an increasing need to geographically segment constituents for site-specific CRM tasks such as querying, reporting and correspondence processes. Our constituents can have multiple sites so we need a way to indicate a primary site that can b...0
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Education tile - Involvement
Add Education Involvement to the Education tile with arrows to scroll through the multiple involvements or create a separate Education involvement tile. This would help our Athletics department see Athletic type involvements (Letter winner) at a g... -
First Constituent Appeal Name Smart Field
Create a "first constituent appeal" name so that you can query on that or place in the output. We're trying to analyze acquisition mailings and this field would be very helpful. -
Include Purpose and Designation report code fields as available columns in the Giving List Report
The Giving List Report would gain greater power if Report Code 1, Report Code 2, and User were available as columns. These are the pieces of data we use to truly slice and dice our giving data. Ideally, we'd be able to extend the report by adding ...0
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Reset the County, Carrier Route, Congressional District fields on a Constituent > Address > Details page when updating the address
When you change the State on an address (for example, from New York to California), the items on the Details tab of the address record should likewise be reset since they're no longer valid. These fields include: county, carrier route, congression...0
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naming opportunities
End date a naming opportunity on a opportunity You can add a naming opportunity to an opportunity on a plan. When you click edit, it edits the naming opportunity overall, not the naming opportunity relative that that prospect, that plan, and that ...0
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Revenue Adjustment Batch - Allow user to enter or PASTE rev #
In a Revenue Adjustment/Update batch it would be great if the user could type the rev # into the field rather than having to search, tab down several fields, enter it, and then click enter. It would save lots of clicks. As an additional benefit, i...