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add key-based authentication to the SFTP server
Due to the 60-day password expiry on SFTP accounts, we have to update out integration scripts multiple times a year. The CRM support team has to refresh the password, then log a request to our integration team, which slows implementation and consu...Reviewed: Voting Open
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Add the ability to add a task that is a hyperlink to an external web page
It would be helpful to give users the ability to add a task that is a hyperlink to an external web page. For instance, they could have a landing page for a functional area and they could add a link that would take the user to a web page outside of...Reviewed: Voting Open
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create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...Reviewed: Voting Open
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allow users to unpost GL transactions that are marked as Posted by mistake
Once the post to GL process is run and the transactions are marked as posted there is no way of changing them back to unposted.Reviewed: Voting Open
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add a tab to the Recognition Program page to show all active members
It would be extremely helpful if there was a tab on each Recognition Program that showed all active members of the Program (similiar to the way a group page functions). This way, you could check, at quick glance, your Recognition Program members i... -
Recurring Gift - Write Off Process (Specific Payment)
Create a write off process for specific payments on recurring gifts to be written off in bulk.Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal) -
Offer ability to "copy from previous year" in Marketing Planner (ADA)
Offer ability to "copy from previous year" in Marketing Planner (ADA suggestion) -
Ability to add more than one site to a Marketing Effort and Appeals
We have a potential issue in that you can only apply one Site to an Appeal and to a Marketing Effort (and possibly to several other areas in BBDM). However, there are often collaborations between more than one Site, for example between University ...Will not implement
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Unable to link phone numbers to addresses
I have phone numbers that are associated with specific office locations. I need the ability to link those addresses to the right phone numbers.Will not implement
