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Add an additional node on the Constituent Source view that allows users the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.
When creating a query using the Constituent Source view, users would like the ability to query on a specific Prospect Plan interaction that will also included that interactions Prospect Plan name.0 Reviewed: Voting Open
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Address Summary tile shows former addresses
The address tile shows former addresses, while the contact tab give you the option to show or hide former addresses on the constituent record. There should be a way to hide the former addresses from the Address summary tile0 Reviewed: Voting Open
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Suggestion to add Revenue Handling with Merge Organization functionality
Was surprised to discover that the "merge organization" tool which allows the simulation of real-life acquisitions or mergers between companies *does not* include the transfer ofrevenue from the company/(ies) that will no longer exist to the compa...1 Reviewed: Voting Open
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Global Change - Include Start Date on ALL 'Add Attribute' options, especially 'Add Revenue Attribute'
In response to a previous idea (Global Change - add attributes), a new feature was introduced in SP19 to include a start date on the 'Add Constituent Attribute' global change. However, the new functionality is not available on the 'Add Revenue Att...0 Reviewed: Voting Open
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Standardize Constituent Add Form Fields
My organization would like to require the Title and Title 2 fields when creating constituents across all forms and batches. We were able to do this on the Individual Add Form, but unfortunately we cannot do that for the Revenue Batch Individual Ad...0 Reviewed: Voting Open
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Need ability to generate a receipt for a constituent that is marked as deceased
Our business practice is to book estate gifts against the constituent with whom we had the original planned gift. However, the out of the box receipt process will exclude constituents that are deceased. We need the ability to include deceased reco...0 Reviewed: Voting Open
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When using a query, be able to query on and exlude households where both members are deceased.
Currently CRM does not have the functionality to query on households were both members are deceased, you can also not exclude household records where both members are deceased.0
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Allow more flexibility with sticky search functionaity
Sticky search is great... until it isn't. I would like to see a few things: Allow the user to turn it off as an option on their profile. In areas where Constituent Search is used, there are times when the context of the search should override the...0 Reviewed: Voting Open
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Allow for conditionally mandatory fields on Add Data Forms
It'd be great if fields in add data forms could be made conditionally mandatory; e.g when adding a new constituent no address fields are mandatory until an address type is selected, after which country & address block become mandatory. Would a...0
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Add global deletion for Prospects tab - Financial Information
There is no way to currently delete financial information on the Prospects tab, as there for other parts of Prospects, like Ratings. This is causing the hardship of having to manually delete those records when we run a new batch every couple of ye...0