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Allow the option in Manage Life Changes to have both gender-specific and gender-neutral relationships to create from marriage.
When in the Manage Life Changes configuration, we can add relationships to create for marriages. However, if we add a gender-specific parent/child relationship (e.g. father/daughter or mother/son), we cannot additionally add a gender-neutral relat...0
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List Builder - Delete Option - Prompt before delete
Prompt the user to confirm he/she wants to delete the list... especially since the users have the ability to other users' lists0
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Revenue History Tab - Specific Date Range filter suggestion
Allow the user to TAB from the start date to the end date field, after the user chooses the "specific date range" option to filter the Revenue History Tab in 4.0 by a specific date range -
Shortcut - Allow Export process/ Export by search term to have shortcuts created
The new shortcut feature is great but we need it expanded. When you go into an export process, it would be great if we could create a shortcut from there. Also, when you are on the export page, and you enter a term into the search box you get 3 ex... -
Add "Ask" column to Prospects and Plans tab
With 3.0, a response pending column was added to the Prospect and plans Tab.... it would be great if an ASK column was also added. This would show progression of those that were qualified, then asked, and then response pending... If you want to go... -
Communication Name Patterns - Allow 2 Static Identifiers
This new 4.0 feature is great but our organization has a need to include TWO static identifiers (divisional identifier sending mail AND fiscal year) in our naming convention. Unfortunately the new feature limits you to one static identifier only r... -
Communication Templates - Honor site security
In the 4.0 new feature "communication templates" when a template has been permissioned to a specific site, it would be great if the "select communication template" section on the "Add Direct marketing effort" screen honored the site security and h... -
Allow search results to come up when "The" is not used
If there is a constituent called "The Abrams Foundation" it will not come up in search if someone looks for "Abrams Foundation." The search function should be able to disregard "the" at the beginning of organization names.2 Reviewed: Voting Open
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Have "Business Prospect Manager" on the Constituent Batch template
If you are trying to import a constituent and a business in the same template there is no way to specify between the business PM and the constituent PM0
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Allow the blog RSS feeds to link back to individual posts, rather than the full blog feed.
The way the code is currently written, the link address provided for each article links back to the homepage of the blog rather than to individual articles.The RSS link address is the URL for the main blog, rather than the distinct article URL. Th...0