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Include Reserved Funds in the selection for a Donor Challenge.
On a Donor Challange, you can Encumber actual gifts as well as Reserved Funds. The Reserved Funds area is a placeholder for gifts that have been promised but not received. When running a Donor Challenge process, the process uses a Selection to upd...0
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make it possible to set auto-match options on a site by site basis
We would like users to be able to set auto-match options on a site by site basis.0
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drop-down recall from RE
in RE there was a great feature that prevented you from having to re-key information. It stored the last 5 lines of text keyed into the field.0
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Using a third party slideshow part in NetCommunity
We are in the process of transferring one of our website from its hand-coded iteration into NetCommunity. Currently we have an account with a third-party – Slideshow Pro - where images are uploaded to their site to create a new ‘album’. A piece of...1
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Allow import of new and existing records into batch
Allow import of new and exiting records into batch without overwriting critical pieces of information like last name.0
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Constituent Data Review Fields Missing
Would it be possible for the following fields to be added to the Constituent Data Review? • Name (surname) • Title • All other fields on the personal tab • Business relationships -
allow us to add columns to research groups
It would be nice to be able to add columns to research groups.0
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expand the width of the Inactive Relationships name column
In 3.0, it's harder to see Inactive Relationships unless the name column is maunally expanded out. This makes them harder to find an eliminate. -
Viewing designation hierarchies
Designation hierarchies are no longer collapsible/expandable and the list is paginated, on both Webshell and the Click-Once application. As a result, users cannot view all of the hierarchies on one page and expand/collapse as needed when searching... -
in 3.0, when assiging prospects in bulk, provide more filters
We'd like more filters for the "assign prospects in bulk" page so we can filter out the plans for which the fundraiser is not the primary and also be able to filter the results so we don't have to manually Ctrl-Click hundreds of prospects.