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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
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Surface attributes that use the constituent search on the constituent record
When creating an attribute it may be set up so that you can search for a constituent to connect to that attribute. But the attribute does not show up on the constituents record. For instance we have an attribute on event records that adds the cons...1 Will not implement
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Remove recognition credit flags from former spouse when processing new spouse from BBIS
Currently, when new spousal information is received from a BBIS profile update, the batch in BBEC will add in the new spouse with recognition credit flags selected. The current process changes the relationship type of the existing spouse to a form...0 Will not implement
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Add a mechanism to prevent conflict when ETL and other processes are running
Prevent Address Finder (or other similar processes) from running at the same time as the ETL and creating conflict OR provide a way for these processes to run concurrently. An error occurs when duplicate primary addresses are found, and it must...
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Add Marketing Efforts to the list of options within the Config Tool so they can be simply transferred across environments
To support testing across multiple environments it would be helpful if the list of elements that can be simply transferred was extended to include ME's0
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Cannot give two gift memberships to the same recipient in the same Membership Dues Batch
System does not allow commit when the same person is given more than one gift membership (and/or Adopt-a-something) in the same batch. Error message is "You cannot enter the same membership transaction in a batch more than once."1 Will not implement
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Change the functionality of the address field when checking for duplicates to expand the width of the entire column
When adding a constituent that gets matched for review in CRM, the address field is made smaller. Because you can not see the full item unless you mouse over, it would be great if this was changed to automatically expand to the size of the area th...0
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allow dashboards to automatically select the currency based on localization settings or allow users to enter default currencies
Dashboards display using the organization currency, but for chapters that use a different currency there is no way of displaying the information in their native currency. The users are requesting either the ability to have the default currency pul...0
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search global changes
Idea Bank - UI Inconsistency When Searching Could you please standardize your user interface so that it is consistent in the terms of the filters allowed for Searching? For instance when you search queries you can search by name and the person wh...0
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relationships - Automatic with setup
No description provided0