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Allow us to specify a display order for reason codes
We have many cancellation reasons for Recurring Gifts. There does not currently appear to be any way in which we can specify the order in which they are displayed when a user goes to cancel an RG, so they get the list in a most illogical order. It...0 Reviewed: Voting Open
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Allow search function in Administration\Code Tables
It can be difficult to find a code table. Please add a search function as in Global Change and various other parts of the system. -
Update Address Processing Options for Organizations to Only Mail to ACTIVE Contacts
We are trying to mail to multiple contacts at an organization and have modified the Address Processing Options to do so. There is a check box on the Organization tab within Address Processing Options to "Mail to each contact found". Checking this ...1 Reviewed: Voting Open
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Add the ability to add a solicitor to an event registration payment inside an Enhanced Revenue Batch
After adding an Event Registration to the Application dropdown in an Enhanced Revenue Batch, the user is unable to add the solicitor (button gets grayed out) to the gift (Event Registration Payment) in batch. If a solicitor may be connected to an ...0 Reviewed: Voting Open
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Add the "Copy household address" or "Copy household's primary contact information" option to the Add constituent to household form
If an individual is added to a household from the household record, the Add a household member form has the option to copy household's primary contact information to the new household member. However, when adding an individual constituent to a hou...1 Reviewed: Voting Open
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Generate Revenue Update Batch Number
After running a generate revenue update batch process, the process results screen does not display the batch number of the newly generated revenue update batch. You have to go to the Batch Entry screen and search around for the most recently gener...0
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allow the ability to edit the Interaction Status code table
There is often a need to track other statuses that are more granular than the options offered e.g. 'Called' and 'Not Called' following a telephone campaign.0 Reviewed: Voting Open
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Enable copying and/or usage of Export Definitions between the Marketing and Administration functional areas
Currently the Export Definitions created within Marketing and Communications are completely separate from those in the Administration functional area. This means that if we wish to use the same Export Definition structure across the two areas, we ...1 Reviewed: Voting Open
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allow users to globally add or import new volunteer records and volunteer types
We need to enter several thousand records as volunteers, but we also want to set their volunteer types with the import. A constituent update batch allows us to add the constituency to the record, but there isn't a good way of adding the rest of th...2 Will not implement
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Add the Primary phone number and Primary Email Address as columns that can be added to a Research List
Currently you get the primary address as options to pick. If I want to export this and make it a contact list It would be handy to have emails and phone numbers. I could also export my list and grab the emails so that I can communicate. This would...0 Reviewed: Voting Open