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display the finder number on the details tab of pledge transactions
On a regular payment record the details tab contains a field that displays the finder number. We would like this same information for pledges as well so that we can review this information before running pledge reminders.0 Reviewed: Voting Open
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Can only apply payment to one installment of pledge
When applying payments in batch, the system only gives the option of the first instalment that is due, to match the payment against. Fairly often (a) lump payments are received that cover more than one instalment and (b) multiple payments that ide...0 Already exists
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Allow Grant Progrms to be Inactivated or Historical.
Grantors change funding interest over time. CRM needs to allow Grant programs to be marked as inactive or Historical; similar to the Major Giving Prospect. This way the information is held for reference.2 Reviewed: Voting Open
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allow the ability to assign letters to soft credit recognition recipients only
added this for EarthJustice since they requested this functionality2 Reviewed: Voting Open
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allow users to change the constituent associated with an event registration
If an incorrect constituent is associated with a payment users have the ability to change the constituent associated with a payment. If the same thing happens with an event registration it must be deleted and reentered. We would like the ability t... -
Add the ability to enter the name of the non-constituent guest
Add the ability to enter the name of the non-constituent guest0 Reviewed: Voting Open
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Ability to enter a future start date when creating a relationship.
Currently it is not possible to enter a start date in the future when creating a relationship. This causes problems when trying to keep track of senior individuals' business relationships, since job changes are usually announced several months be...2 Reviewed: Voting Open
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provide search filters on the new search lists that paginate
In v3.0 we understand the move to pagination of data lists but it is making searching more time consuming and frustrating. We would like to have filters available to minimize results that show in the data lists. We could even see having a 'view al...0
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Allow the specification of the Alt Lookup ID type in Constituent Update Batch
When importing data from an external source system to update a constituent record in CRM, it is possible to use an alternative lookup ID to find and match to an existing constituent record. However, it is not possible to add a alternative lookup I...1 Will not implement
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Add ability to query by date a specific field was changed (deceased)
It would be helpful to be able to generate audit reports or alerts when constituents are marked as deceased (by the date field was changed, not necessarily deceased date entered). Example: Alert to let me know that any of my assigned prospects ha...0 Reviewed: Voting Open