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Add "Ask" column to Prospects and Plans tab
With 3.0, a response pending column was added to the Prospect and plans Tab.... it would be great if an ASK column was also added. This would show progression of those that were qualified, then asked, and then response pending... If you want to go...0
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Communication Name Patterns - Allow 2 Static Identifiers
This new 4.0 feature is great but our organization has a need to include TWO static identifiers (divisional identifier sending mail AND fiscal year) in our naming convention. Unfortunately the new feature limits you to one static identifier only r... -
Communication Templates - Honor site security
In the 4.0 new feature "communication templates" when a template has been permissioned to a specific site, it would be great if the "select communication template" section on the "Add Direct marketing effort" screen honored the site security and h... -
Allow search results to come up when "The" is not used
If there is a constituent called "The Abrams Foundation" it will not come up in search if someone looks for "Abrams Foundation." The search function should be able to disregard "the" at the beginning of organization names.2 Reviewed: Voting Open
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Have "Business Prospect Manager" on the Constituent Batch template
If you are trying to import a constituent and a business in the same template there is no way to specify between the business PM and the constituent PM0
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Allow the blog RSS feeds to link back to individual posts, rather than the full blog feed.
The way the code is currently written, the link address provided for each article links back to the homepage of the blog rather than to individual articles.The RSS link address is the URL for the main blog, rather than the distinct article URL. Th...0
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link merged constituents
When merging constituents, link from the merged record ID to the source constituent. When merging constituents, put the target ID on the source constituent.0
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BBIS - Ranges for Dues based Memberships
Payment for our Membership levels are based on ranges, for example if you pay $0 - $99 you are in a specific level, if you pay $100 - $299 you are in different level. We can't use BBIS for memberships until is allows the use of ranges for dues bas...0 Will not implement
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Query search to be sticky
It would be helpful if the "Search" box on the queries screen was "sticky" -
It would be helpful to be able to change the number of rows displayed on a given page.
Any page populated by a datalist in Webshell can only display a set number of rows. It would be helpful to be able to increase that number rather than having to go to the next page.0