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allow Actual Date to be editable in Constituent Interaction Global Change
The Constituent Interaction Global change does not allow the Actual Date to be changed. The Actual Date is defaulted to the creation date of the Global Change and grayed out. The Expected Date is editable, but the Actual Date is not. So, this glob...3 Reviewed: Voting Open
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update BBIS emails to give control on constituents getting emails irrespective of Mail Preference
Currently if a constituent has a mail preference, they are sent an email irrespective of the fact that they have been removed from the original selection. This plays in when you are sending selective messages to different segments of donors in dif...0 Will not implement
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allow the ability to import revenue updates via Revenue Update Batch
Currently Revenue Update Batch cannot be used with import. If you try to create an import from the Revenue Update Batch template you receive the error: The selected batch template does not allow data to be imported via the import business process.2 Reviewed: Voting Open
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Improve editing functionality of Organization Hierarchy page
Every edit to the Organization Hierarchy involves opening the entire hierarchy. Preferable to view the org hierarchy page and make edits to individual pieces of data0 Reviewed: Voting Open
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Add the ability to Query on Participants
There is currently no way to create a query or selection at Interaction Participant level. There is no node for this.0 Reviewed: Voting Open
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Add a Batch Templates tab to the System Role page, so we can see which Batch Templates have been granted to the role
Add a Batch Templates tab to the System Role page, so we can see which Batch Templates have been granted to the role1 Reviewed: Voting Open
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Allow developers to deploy custom UIModel files in an SDO environment
Currently any HTML, CSS, or Javascript files used in a customization must be packaged up and sent to SDO to be placed into the /vroot/browser/htmlforms/custom directory. The ability to write a custom WebUI is extremely powerful. The lack of a dep...0 Reviewed: Voting Open
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Dedupe Acquisition Lists against the database
It would be nice if there was an option when importing an acquisition list for it to dedupe against your constituent database. That way hospitals could use this to import the patients for their grateful patient programs. The dedupe would keep them...0 Reviewed: Voting Open
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Constituent Search: Customize views
Within the constituent search screen it would be useful to have the ability to choose from a set of data views for the results - whichever makes it more useful for the user0 Will not implement
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indicate if a filter selection in query is from the spouse node
When using an 'exists in' selection for filtering in query, if you pull the selection from the spouse node the filter does not indicate that. Unlike other spouse filters that involve the structure 'spouse\phone number' or 'spouse\lookupID', the ex...0