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Add an indicator on Marketing Efforts, Segments tab to show overrides for Address Processing and/or Name Formats
When in a marketing effort, it would be very useful and time saving to have an indicator on the Segments tab to show which of the segments may have an override selected for address processing or name formats. Especially helpful when you have large...0
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Allow users to insert a line in the middle of the batch
Currently, you are unable to insert a row inbetween other rows. This was a feature in Raiser's Edge that was very useful because we usually would want to have our information in the order it comes it. It makes finding information within the batch ...0 Will not implement
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scroll to the highlighted text when doing a find in a report when the result is on subsequent pages and the entry must be scrolled down to
If I search a text using the text search field provided on report page, the page containing the searched text should get open and the highlighted text should get on top. Work-around: Export report as pdf and search using PDF reader.0
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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.... -
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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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