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Add Interactions to the Constituent Profile Report
At times it is necessary to have a comprehensive view of specific constituents. While the information that can be pulled into the Constituent Profile Report is very useful, being able to view constituent interactions would make this report more co...0 Reviewed: Voting Open
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Add site add/change/deletes to Constituent profile report
When site security on a constituent is modified, there is no record of who did it or previous values. The audit table: constituentsite shows that the sites have been modified and the user that did it, but there is no record of the constituent chan...0
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Allow multiple Phone number formats per country
In Australia we use multiple phone number formatting standards - for land lines and for mobiles e.g. xx xxxx xxxx and xxxx xxx xxx It would be great to be able to setup multiple formats so we can validate phone numbers entered adhere to one of the...4 Reviewed: Voting Open
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Search for a constituent by GUID in query
Unless there is something I’m missing in regards to steps, I think we should submit this to the idea bank as I’d love to be able filter by GUID. The query tool allows you to bring over the GUID field as a filter, but doesn’t allow you to use it. ...0 Reviewed: Voting Open
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update the Configuration Export functionality to allow selections for other objects.
Currently, the Configuration Export process does not allow users to select individual or selections of objects for certain categories such as Batch Templates and Import Processes. It would be beneficial to be able to only export selected instances...0 Reviewed: Voting Open
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improve deleting of data from the largest tables in Database Growth Management > application data
There are common tables repeatedly in the top 10 in terms of space used under Database Growth Management > application data. Some of these tables can not currently be purged/cleaned/deleted from the front end of the application. For example the...0 Reviewed: Voting Open
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Allow event registration form to skip 2nd step for free events
With the introduction of the new event registration form that handles more complex events, and the removal of the older (SP12) event registration form, we no longer have a good event registration form for handling our free events (no payment or do...1 Reviewed: Voting Open
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Add Lookup ID to all inbuilt Data Lists of Constituent records, e.g., Fundraiser Prospect Plan List
For any sizeable database, having just name is not adequate. It's vital that we are considering the correct supporter so please ensure that the Lookup ID is displayed, or at least optionally displayed (i.e., we can turn this on). That way, if we a...0 Reviewed: Voting Open
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Support non-revenue Smart Fields in Fundraiser on the Go (FROG)
We have many needs to put string/text information in Fundraiser on the Go and would like to do this with smart fields but it only supports revenue smart fields for some reason.1 Reviewed: Voting Open
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Allow calendar year dates as well as relative dates in Plan Outlines
It would be useful to be able to specify a calendar date (month and day, not year, just choose the next available year) as the date for a Step in a Prospect Plan Outline, e.g., Invite to annual event, 1st November. At the moment we can only add da...