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Remove "Fundraiser" limitation on Organization Hierarchy
Currently, a constituent must be marked with the Fundraiser constituency to appear in the Organization Hierarchy. This limitation should be removed. Or, allow us to use the "Staff" constituency instead to build out a hierarchy including all membe...0 Reviewed: Voting Open
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Make constituent tiles conditionally visible as the "view as" links were in 3.0
Specific constituent tiles should not appear if the constituent does not have that information. For instance, if the constituent is not a prospect, the prospect tile should not be visible. This type of functionality was in 3.0. If a constituent wa...0 Reviewed: Voting Open
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Add the ability to do table merges
Raiser's Edge has this capability and it is very helpful. It allows you to clean up a table quickly and move those with the value to the new value. You have the option to automatically delete the old value.2 Reviewed: Voting Open
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add a transaction's original post date to the revenue query view
Currently the post date field is replaced with the adjustment post date when an adjustment is added to a transaction. There isn't a field to pull in the original post date in the revenue query.1 Reviewed: Voting Open
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Distinguish between commitments and payments for batch totals
It would be helpful to distinguish between the projected totals for commitments (e.g. pledges and recurring gifts) and cash (payments) when creating or modifyin the properties for a batch. We need to be able to verify the total deposit for a batc...1 Reviewed: Voting Open
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provide the ability to associate one appeal with multiple events
No description provided0 Reviewed: Voting Open
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Add constituency when adding an individual and organization
The screen that comes up when we add an individual, organization, or group should include a field to select constituency. This should be a required field, since every constituent on the database should have a primary constituency (or provide a glo...0 Reviewed: Voting Open
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Manage Attributes
Attributes do not currently follow BCRM business rules. They are not site specific, not controlled by security nor can they be made inactive. This lack of ability to manage them makes then a dangerous tool for our associates.1 Reviewed: Voting Open
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Create a global change process to standardize phone formatting
There's a global change to standardize constituent names and addresses so that they are formatted correctly - can we add the ability to standardize phone numbers based on phone formatting specifications (based on the phone formatting set for count...2 Reviewed: Voting Open
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show Lookup IDs and Alternate Lookup IDs on the preview merge tab
ELCA has a constituent merge process that requires records be merged one way as we don't want to change ID numbers. The preview merge form does not show Lookup IDs, so it is necessay to go into each record to look at the consituent to determine so...