-
Add ability to map "Other" Application subtypes in GL transaction mapping
We have different kinds of "Other" non-charitable revenue that we need to add in CRM to understand the 360 degree view of our constituents and their relationship with the organization. Having the ability to map the subtype for the Other applicatio...0 Reviewed: Voting Open
-
add invitations to the deceasing options
deceased clients are still shown on invitation lists - although they would not be sent anything using the invitation process it would be useful if one of the deceasing options related to this so they could be removed from this list or a flag of so...1 Reviewed: Voting Open
-
Please order the month categories chronologically rather than alphabetically
This allows for a more straight-forward process when adding a segment to a marketing effort0
-
Add option for Payroll Deductions to Advanced Donation Forms
Payroll Deductions are essentially recurring gifts that don't use credit cards. There are already options for bill me later and direct debit. It seems like it would be easy enough to add support for Payroll Deductions. It would just submit a recur...0 Will not implement
-
Have a delete button on the REFUND section of Application details
Users may enter REFUND records in error so that they need deleting.0
-
make scheduling job occurrences more flexible
at the moment the jobs occurrences have to be very uniform - daily or weekly. But if you need to schedule a fortnightly, or monthly occurrence - that isnt possible. You also cant edit individual occurrences e.g. we are closed for a maintenance day...0
-
Enhance File a contact report form for next step in a prospect plan when no step is defined. Include fields and functionality similar to Edit next step information.
Enhance File a contact report form for next step in a prospect plan when no step is defined. Include fields and functionality similar to Edit next step information. Fundraisers prefer to complete next step information at the time of filing a conta...0
-
Add a numbering system to queries so that each query has a unique ID
This would help in finding and identifying queries that you plan to reuse in the future.0
-
Ability to Copy Name Formats form a Constituent Record
In order to use the name formats in a one-off scenario on an individual constituent record, a user must export the name formats to excel or type them in manually to the document. It would be beneficial to have the ability to copy the name format ...0 Will not implement
-
Expanding Advanced Donation Form API
While there is an option to add custom attributes, they are for revenue type updates only. It would be nice to expand the API to allow for all types of custom additions such as: Joint gifts/Spouse Name and Class Year. As each organization is diffe...