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In-Kind Sale Batch has fields grayed out
Description Begin processing the Gift -In- Kind Sale Batch Actual Result Required field missing: Sale date (field is grayed out) Required field missing: Sale GL Post Status (field does not exist???)0
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add the ability to change a batches workflow status using queue processing
Why is it useful, who would benefit from it, how should it work?0 Will not implement
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Update Registrant Attributes (Globally/Import)
You can't (out of the box) add or update a registrant attribute You can add new registrants and add new registrant attribute at the same time but when registrants change or add their information at a later time there is no way to bring this info i...0 Will not implement
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Create an export definition that will have a field for the organization name only.
We can do this in the marketing efforts. So,we should be able to do this in a query.We will like to have the organizational name separate from the last name.0
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provide a report that shows anticipated cash flow.
Provide a report that displays anticipated cash flow, reviews pledges due within the date range you define, and calculates the projected cash flow over one or several periods. The report would be the equivalent of the cash flow report in Raiser's ...0
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Add a yes/no column to Corp' Structure Page to mark a Primary organisation
It would be useful to have an indicator on the Organisation Corporate Structure page which marks which organisation is Primary. It could be marked with a green 'Primary' tick or preferrably a Yes/No column for whether the particular company in the...0
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provide the option for handling addressee/salutations for spouses in different segments of a marketing effort
When generating an export for a marketing effort we would like the ability to have the system use a specific addressee/salutation for when spouses are in the same segment and another addressee/salutation for spouses that are in separate segments. ...0
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allow users to import changes to bank routing numbers via a constituent update batch
There currently is no way to import changes to a constituent's financial institution. The user would like to be able to import these once they are flagged by banks rather than editing them manually. -
Administration Queue Recent Status Tab - expand data list length
Under Administration/Queue/Recent Status Tab, the steps list is very short and forces you to continually roll to view all the steps. We'd like to see the length of this list expanded to fill the bottom half of the screen. It seems silly to have to...0
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The Comments field within the Details section of the Constituent Interactions List 2 datalist is very small
The Comments field within the details section of an Interaction looks like it’s only sized to fit a relatively small area of the form. This field can reportedly hold 32K characters so can the area please be increased as there looks to be space ava...