-
Edit registrants and guest together
When updating the status of a registration/registrant after they have registered and change their plans (or after the fact - e.g. marking someone as did not attend), the system should pull up other guests that registered with them to alter their r...0 Reviewed: Voting Open
-
create a way to qc an outgoing email from an Event (invitation)
The only way I have figured out how to qc my email event invitation (with merge fields and format) is to create a marketing effort and test the effort.1 Reviewed: Voting Open
-
Constituent search: Make it Google-like
Our development officiers would like to see google-like search features in Constitutent search. They would like constituent search to begin locating constituents as they type and would like to have the 'did you mean' feature - that would help them... -
Update marital status when spouse is added or removed
We would like to have the marital status update based on the addition or removal of the spouse relationship.0 Will not implement
-
Add a copy option for smart fields
RE: BBEC - new Action Item "Copy" on the Smart Field management page in Administration. For example: LCMS has 100 core smart fields, due to a multiplier of a need for "largest", "last" etc. at the Site level, 10+ sites. There are a lot of paramete...2 Reviewed: Voting Open
-
Add "Subject Area" to Guidestar Data in Wealth & Ratings Affiliations
At the University of Michigan , we are currently pushing to gather and transform as much biographical data about prospects into Interest Data. One area we have recognized as a possible source for this project is the Guidestar data in the Affiliati...0 Reviewed: Voting Open
-
Add ability to restrict security for specific Attributes
On the Attributes Tab on a Constituent record, it would be convenient to add a way to set permissions on specific Attributes to restrict what Attributes can be seen.0 Reviewed: Voting Open
-
Create a task to Add an ad-hoc query in the Analysis functional area to bypass having to go into the Information Library first
The Information Library is slow to load. Often a new query needs to be created, and it would be faster to be able to directly select the "Add an ad-hoc query" task from the Analysis functional area or from the home page.1 Reviewed: Voting Open
-
Allow email alert text to be much larger
Our email alerts fail fairly frequently with the error 'The email body is too big. Please adjust the size of the email body. ' This is for quite small text contents, e.g., the Comments field from a single Interaction, even when it only contains 61...0 Reviewed: Voting Open
-
Be able to apply export definitions to query or datalist outputs.
The export definitions are really useful for exporting query results especially in the cases where you just want certain data exported. It would really be great if there was an option for the out put of a query or datalist to be based on an export...0 Reviewed: Voting Open