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Add ability for sponsors to change their recurring gift from check to credit card
Currently when a sponsor is reviewing their sponsorships, if they have credit card selected as a payment method they can update their card. If they have any other method they cannot change it to credit card0 Reviewed: Voting Open
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Add the ability to have more merge fields on a unformatted text part
We would like the ability to add basic merge field options to a unformatted text part such as Bio. First name, Bio. Last name, and Bio. Lookup ID2 Reviewed: Voting Open
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Add Benefit Values to Charitable portion of Event Registration recognition credits and/or Payments
When the Payment is submitted for an Event Registration we request the following break down for Charitable and non-charitable portions in relation to Benefits: Charitable portion = (Amount - Cost) + Benefit (if applicable) Non-charitable portion ...0
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Allow an option for Search for constituents by site to be an include or exclude filter
Search for constituents by site - automatically added with SP 7 (4.0) without an option to include or exclude. It would be really helpful for orgs that don't use sites to be able to exclude this an available option. It's a weird extra filter to tr...0
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Add constituent field to the research request form
Add a constituent field to the research request form so that researchers managing the unassigned requests can fully understand the request.0
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Allow user to edit the text on the Additional Donation Pop Up
Currently the Add Additional Donation option only allows you to change the text on the button in the language section of the form. We would like the option to tailor the language on the popup box to customize the ask. The current example that come...0 Reviewed: Voting Open
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alter the Giving Detail report to only return the portion of a gift that is split to the filtered campaign
When filtering a Giving Detail report by campaign the whole gift amount is returned rather than just the amount applied to the campaign in question. This inflates totals and makes reporting difficult. Reports, especially detail reports, need to ha...1
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include prospect manager history as part of the merge process
Currently when merging two records the prospect manager history is not included with the merge, leaving it missing from the target record. The point of a merge is to prevent users from manually moving details from one record to the other, so this ... -
Add a comment to the "Edit Recurring Gift status" form so that more detailed info regarding the change can be recorded
Add a comment to the "Edit Recurring Gift status" form so that more detailed info regarding the reason for the change can be recorded. Currently the practice at our organization is to record a separate interaction regarding the reason for the recu...0 Reviewed: Voting Open
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Copy and paste source code values
Communications tab/Appeals subtab. It would be helpful to be able to highlight and copy the Source code value so it can be accurately pasted into other elements of the constituent's record.0 Will not implement