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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
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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
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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
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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
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Include “Records processed” filter for Acknowledgements and Receipts
Please include a Records Processed filter and additional options for Date range under the Review Acknowledgements and Review Receipts tabs (screenshots attached). This would provide a more clear and concise overview of the actual items pending and...0 Reviewed: Voting Open
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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
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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
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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
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add the functionality for batch wealthpoint screenings in CRM to skip a bad address, rather than freezing up the whole batch.
Currently the batch screening will not go through if an address with a bad format is included in the group. Instead the batch just sits until it is cancelled. Although results are not returned, the number of screenings is decreased by the number o...0
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Move to the new SSIS package deployment method
According a Microsoft documentation the deployment method for SSIS packages has changed starting with SSIS 2012. The legacy model still exists for backward compatibility.The new model is Project Deployment Model, the old is a Package Deployment Mo...0 Reviewed: Voting Open