-
Archiving constituent appeals - Any roadmap for this?
This table has over 1b rows on it. This causes performance, space, and other issues in the application. We would like to explore archiving some data and then having a tab available to view this data. Any ideas, comments, suggestions are welcome.1 Reviewed: Voting Open
-
Allow users to edit membership benefits during a membership upgrade.
When upgrading a membership mid-term outside of batch (directly from the membership record) or within a membership dues batch, users do not have the ability to edit membership benefits until after the changes to the membership have been saved or t...0
-
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
-
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
-
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
-
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
-
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from New York to California), the items on the Details tab of the address record should likewise be reset since they're no longer valid.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
-
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