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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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Identify and linkify related data on all screens in CRM
PLEASE PLEASE PLEASE assign someone to go through every CRM screen and identify where there is a data element (constituent name, designation name, etc.) that ties to another piece of data but is not a clickable link and have them turn it into a li...2 Reviewed: Voting Open
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Add a constituent to a Research List from the constituent view
Fundraisers would like to be able to add someone to their Research List from the constituent page. Currently fundraisers have to find the constituent record, copy the ID, go to the Research List and then add the constituent in the Research List view.0 Reviewed: Voting Open
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add a smart field for household revenue counts
We need to have a smart field which allows for Household revenue counts so we can see the household rollup in a count of months including any member gifts rolled up into the count.1 Reviewed: Voting Open
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Enable the consolidation of multiple commitments to a single payment by constituent for payments other than pledge & recurring gift payments
In order to record individual payments with all the required data we often have to separate them onto separate lines within payment batches. Where the paymetn type is credit card, the EFT process runs this a separate payments, meaning that the cha...2
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Transaction Search Screen - only show active recurring gifts
On the transaction search screen when looking up a constituents recurring gifts - all of the recurring gifts are shown on the screen. Including the terminated and completed ones. Would like the ability to see only current active ones. If you need ...0
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Put a "designation filter" on Transaction search
People call me all the time and want to know when so and so made their last gift to fund 301275. If we had a designation filter on transaction search I could just type in the last name and the fund and whammo - done0
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Entering a Planned Gift
Illogical design of where you can enter a planned gift: If you go to the Active Constituency of Donor, you can’t enter a planned gift. If you go to the constituency view of Planned Giver, you still can’t enter a planned gift. You have to go to Man...0 Reviewed: Voting Open
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Ability to merge duplicate memberships
In many cases some users have entered multiple memberships with revenue attached to each one. There's need to merge the two membership records one with all revenue tied a single membership.1 Reviewed: Voting Open
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more flexible options for configuring the memberbership installment plan
we would like to see semi-annual to be a configuration option for the instlalment plan. Currently we set to annual and then have to change it to semiannual when we use it on the membership0