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Add membership type to batch template
Would like to see the membership 'Type' in the batch template.0 Shipped
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provide ability on the import/options page to define the duplicate check settings
The spec for a Constituent Update batch type has the BulkAddDuplicateRecordCheck options set to 'Update' on single matched records - this does not allow us to force creation of a new constituent when doing an import into this batch. An option on I...0 Shipped
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Timeout when adding Organisation records
Timeout on adding Organisation Relationships0 Shipped
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Ability to toggle between fundraising purpose and related designation(s)
No description provided0 Shipped
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Revenue Summary & Recogntion Summary in Descending Date Order
Change the Revenue & Recogntion Summaries to default to all dates and to display the giving in descending date order. We have donors with many years of giving and currently we have to scroll to see recent years. -
Sub events order
The sub events should appear in order of date and time (chronological order) when registering event invitees, on event confirmation letters and on reports.0 Shipped
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Export Export Definitions
We need the ability to bring Export Definitions from one environment to another. Please add the ability to Export and Import Export Definitions. It is time consuming to set these up manually in all our environments because of the filtering that ne... -
allow the modification the pledge installment schedule of 'single installment'
pledge was set up with a single installment payment came in under the value of that installment and was applied to that installment we would like to be able to modify that installment value and add the remainder value of the pledge for future inst...0 Shipped
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Make start date, info source and region fields mandatory
I would like the ability to make ceratin fields mandatory for our data entry staff.0 Shipped
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add start dates to solicit codes
It is imperative that we have start dates on our solicit codes so that we can accurately store that information and know when a solicit code was placed on record.