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Make the batch template defaults work in the membership batch entry screen
We would like the membership batch entry screen to take the defaults from batch templates. For example we would like to have one template for credit and one for checks so the credit would default to credit and the check would default to check. Cur...0
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Change Email template Targeting and Security to restrict who can choose that template when adding a new message
At present, restricting view rights on an Email Template to only users with "Security role A" doesn't prevent users without that role from selecting/using that template to create and send a new email message. We believe that users who don't have a...0 Will not implement
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Need the ability to extend the constituent view form in the erb
We use finder numbers for our constituents, and they are not always available on the mail piece. Rather than having to leave batch and search for things like this, it would be better for the data entry staff if we could add additional tabs at need...0
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Allow for query filters to be toggled on and off for quick output testing.
This would be helpful so that query writers don't have to re-enter multiple query filter lines during testing, similar to commenting out single lines in actual code. The option to toggle the filters can be Opt-In, not Opt Out. Another item that wo...0
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Add functionality to allow for the creation and generation of IDs for other record types
My organization would like to have system-generated, non-repeating IDs for addresses. We can't use the GUIDs as they contain too many characters and we want to avoid manual entry, so ideally this would function like the way a lookup ID or revenue ... -
Ability to search for an item (or drop down) in KPI Ticker
Currently when we need to find an item in KPI Ticker, user needs to scroll through all the pages. For Eg: to look for an item that starts with Z, user needs to scroll through all pages(each page has 4 or 5 Items). We have a huge volume of items (a...0
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Add a drop down or similar mechanism to populate start and end times
Provide a drop-down or other selection mechanism to populate time fields, so the times do not need to be typed in manually. This will save time and reduce errors.0
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Add Age Finder Screening to Data Tune-Up
The current process to add a data screening for age has to be done through an FTP connection which takes longer than having a selection already built in CRM and updating the criteria when you need to run the screening. This would also allow for a ...0
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Add transaction as a currency filter in Recognition History
When looking at the Recognition history screen, you can use the filter currency for Base/Organization/My Base. It would be ideal to have Transaction as an additional filter option which is available in Revenue history.0
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create a way to limit permissions to the Add an organization button to the right of Related organization search.
It would allow a more granular permission ability to this area of CRM. This would allow a better defined ability to control the role of the end user.0