-
edit stock/ stock sale forms to calculate amount based on number of median price and share quantity.
Stock and stock sale add/edit return an error when the quantity of shares multiplied by median price is not equal to the receipt or sale amount. We request that CRM populate the relevant amount field based on logic or that the error message retu...0
-
Provide more info when a user encounters an "Access Denied" Message
When users get the message "this user does not have access to this <Feature>" Add a More information button, so that Administrators can quickly identify and grant the correct access rights for the user. Currently it is a nightmare trawling t...0
-
Naming Opportunity - Add Image
This is simply a nice to have.... It would be nice to add an image to the naming opportunity and then to add a picture of the actual naming opportunity recognition once it's installed. Example: * We have a naming opportunity for our new atrium. Th...2 Will not implement
-
Remove toolbar when DisplayToolbar option set to False in Design Mode
1. Go to a revenue transaction that has been adjusted. (rev-10005191 in sample 4.0 linked above)2. Go to the Adjustments tab.3. Turn on Design mode.4. Select "Properties"5. Go to the Reports and set "Display Toolbar" to False6. Click "Save"7. Note...0 Reviewed: Voting Open
-
Fix Import so that Constituent Update Batch doesn't ignore Gender (and maybe Date of Birth) if we reject a change to name
At the moment CUB import silently drops Gender and possibly Date of Birth if we choose to ignore a change to name or add it as an alias. This makes no sense. If we choose not to update someone's name from Rose to Rosie, for example, we don't want ...0 Reviewed: Voting Open
-
Add the DATESENT column from the CONSTITUENTAPPEAL table to the BBDW
The DATESENT column in the CONSTITUENTAPPEAL table is not sent to the BBDW. We would like to see this column carried over to the BBDW so we may report on it.0 Reviewed: Voting Open
-
Allow partial payment for auction items
People will sometimes give you part of a payment in cash and then want the rest by credit card.0
-
would like to have the ability to use actuarial tables within CRM to estimate a person's lifespan
being ale to use actuarial tables within the CRM would allow to estimate a person's lifespan and determine proper follow-up times and other aspects of prospect management.0 Reviewed: Voting Open
-
If a address is marked do not mail and is seasonal do not allow the address to be #1 on the address tile even if it is in season
When a address is marked as seasonal, it will display as number 1 on the constituent address tile if it is currently in season. If that address is marked as do not mail, then the primary address should replace that address as number 1 on the tile.0
-
Improve compression to increase volume of R68 submissions to HMRC
Currently the online submission xml file has a limit of up to 500K claims accepted within one file. There is an approximate 25Mb size limit on the xml file, although this is not a hard limit and will offer a little give. E.g. NDCS processed an 8...0