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Ability to configure what Planned Giving Vehicles are available
UBC, CDA, Sick Kids, UWGT Do not use all of the vehicles Charitable Remainder trust Charitable lead trust Pooled Income Retained life estate/different name
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prevent fully qualified date time fields from being exported from an ad-hoc query when exporting as an xslx file
We've just went live in Production with CRM v4.0 this Monday. We are seeing that when we export to excel using the button within the query designer, all of the dates are coming over with a date and time. Whereas, when we export to CSV they do not....0 Will not implement
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clear links to recently used pages that are obsolete after upgrades
After upgrading to version 4.0 users have links in their recently used sections that point to obsolete pages. The prospect page is now rendered as a subtab of the constituent record but the link to the old constituent prospect page still shows in ... -
when you change constituents on a matching claim, it should check the matching factor of the new ID
When you adjust the constituent on a matching claim, you click the ‘change constituent’ button and it works correctly. But the program does not then look at the matching conditions for the new ID and update the claim appropriately. So if the old I...0 Will not implement
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pull the appeal from a recurring gift to the corresponding EFT payment in batch
When adding a payment batch through EFT, it will pull the recurring gift that it corresponds to, but it doesn't fill in the appeal to match the recurring gift appeal.0
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From the constituent view I would like to see if someone is on an invitation list pending an invite
When viewing a constituent record you would not know that that person is sat on an invitation list where the invitation is yet to be sent. We run numerous events and when clients call they can often be mixed up in what they are calling about when ...0
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LOSync Connector: Add LO Constituent Email Address and Email Message ID to Constituent LO Email Interaction List
The LOSync/LO Connector customization shows emails sent from LO on the Constituent record on an Email Interactions subtab under Communications tab. The list shows the LO Constituent ID and other info. We ask that the LO email associated with the L...1 Reviewed: Voting Open
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Add a filter on the type of recognition credit when creating a Latest Recognition Credit Amount or Latest Recognition Credit Date smart field.
Smart Fields can be created to show the latest recognition credit amount a constituent has received or the most recent date it was received, however there is no way to filter on the type of credit. It would be good to be able to get the latest sof...0
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Add a mechanism to prevent conflict when ETL and other processes are running
Prevent Address Finder (or other similar processes) from running at the same time as the ETL and creating conflict OR provide a way for these processes to run concurrently. An error occurs when duplicate primary addresses are found, and it must...
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Add Marketing Efforts to the list of options within the Config Tool so they can be simply transferred across environments
To support testing across multiple environments it would be helpful if the list of elements that can be simply transferred was extended to include ME's0