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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.2 Reviewed: Voting Open
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Change the error message regarding an unacceptable password to tell the user what part of their password doesn't meet requirements
Clients receive the error message stating that their password is unacceptable, but the message does not explain what part of their password does not meet requirements. This message should be changed to indicate what specifically isn't meeting the ...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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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 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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Ability to add Contacts for organizations in a Batch or Import for Non-Hosted Users
Ability to add Contacts (Contact Type and information) in a Batch or Import for Non-Hosted Users Constituent Batches (Individual, Organization, Update Batches, Volunteer, Educator, etc.)0 Reviewed: Voting Open
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Inactivate constituents in bulk
We want to inactivate constituents in bulk, eg. when we have constituents that have not been active on the file for a specific amount of years, we would like to inactivate those.1 Reviewed: Voting Open
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Support for user-defined List Builders
List builders have more capabilities that data lists. We would like to be able to create user-defined list builders similarly to how one can currently create user-defined data lists from an ad-hoc query.1 Reviewed: Voting Open
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allow users to change the application branding and skins
At the moment services can replace out of the box files in the installation directories with org specific logos. For example the login box image can be changed. Additionaly they can change custom css and java file to enhance the look and feel of t...0 Reviewed: Voting Open
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Add functionality allowing contribution based memberships to be transferred over in a constituent merge
Currently, when attempting to merge two constituents, an error is thrown if the source constituent has a contribution-based membership. The error is "You cannot merge constituents that have a membership program that allows contribution payments". ...1 Reviewed: Voting Open