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Add a way to move an Interaction from one constituent to a different one
If an Interaction was accidentally entered on to the wrong constituent record, it needs to be removed and re-added. It would be great if there was a method in place that would let us move an existing one to a different constituent record.3 Reviewed: Voting Open
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allow a confirmation status of 'confirmed' when deceasing a constituent
It would be nice to have the option of simply 'confirming' the death rather than having as choices "Unconfirmed, Death Certificate, and Family Member". Could not "Confirmed" be added to this list?3
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import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records4 Reviewed: Voting Open
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Renaming Smartfields
Sometimes there's the need to rename a smartfield, but once it's used in the system, there isn't a way to rename it.4 Reviewed: Voting Open
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Allow for multiple full and incremental duplication processes
It would be great if we weren't limited to one duplication process. We have a need for several different duplication processes and it would be great to set them up one time rather than having to change the one we have every time we need to run a d...1 Reviewed: Voting Open
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Allow batch template and import to update not just Deceased Date but also Confirmation and Source
I see that there is a DeceasedRecordFinder batch template with these fields are available but the Constituent Update batch does not allow for these fields to be used. If these were added this would mean we can easily update deceased data from exte...0 Reviewed: Voting Open
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Add functionality to the Prospect Manager node in export definitions to filter on active prospect managers.
Currently export definitions do not have a filter on the Prospect Manager node to filter prospect managers that have been end-dated. Though this can be accomplished in Ad-Hoc query, it would be helpful to have the filter on the export definition i...0 Reviewed: Voting Open
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Add an individual fields vs. add/edit contact information
Fields available on an address when you add/edit on Contacts page are NOT the same as when you add a new constituent. The missing fields include: Start Date for the address, phone and email address, Seasonal information for address and phone and A...0 Reviewed: Voting Open
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Add functionality to track Fundraiser on the Go usage
My organization is interested in seeing how many of our Fundraisers and prospect managers are making use of Fundraiser on the Go. As FROG is designed to be launched outside of CRM, it is currently not possible to track which users have accessed it...0 Reviewed: Voting Open
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Add AlterListBuilderSection to SDK AlerPages
Sincey ou can alter other types of sections within AlterPages, you should also be able to Alter List Builder Sections (to add actions, etc...)3 Reviewed: Voting Open