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Online Giving: Allow Extra Parameters to Pass (defaulted giving amount, designation selected)
For solicitations with multiple segments, would be beneficial to have different suggested amounts & defaulted amount for each segment. This way, we cut down on how many versions of the same giving form we have, and it makes it easier to manage... -
Add a category for "Online Giving" under CRM
During the product briefing on Online Giving, we were referred to the Ideas Bank a lot. There is not an overarching Online Giving Category, nor is there a subcategory for it within CRM. There is only an Online Giving section under RENXT. I would l... -
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.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...Reviewed: Voting Open
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provide the ability to associate one appeal with multiple events
No description providedReviewed: Voting Open
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Show which rows were changed in the History tool
The history tool is extremely useful to us; however, only if we are able to see which rows are changed. It does our Records team no good to see that a phone number was changed to primary if you don't know which phone number was changed from primar...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...Reviewed: Voting Open
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Ability to edit setting of attributes, in particular the "One per record" checkbox
I am working with Arthritis Foundation and they find a need to be able to edit attribute categories. One of the main things that they think they should be able to more easily change is the checkbox that specifies if this attribute should be one pe...Reviewed: Voting Open
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Include Lookup ID in ALL views of constituent
The existing idea that was implemented in 4.0 missed the mark. When I click on a specific plan in the Prospect section or a gift in the Revenue section, and look in the detailed view, the constituent header disappears and the lookup ID disappears ...Reviewed: Voting Open
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Archive or mark Marketing Efforts as Inactive
My organization has way too many marketing efforts as the years go by. We would love the ability to archive them in some fashion or make them inactive so they don't appear in normal searches or in the marketing efforts list unless you are specific...Reviewed: Voting Open
