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Change CRM reports so that they have the same default values and filters that are set in SSRS
My organization would like to be able to save report parameter defaults in SSRS and have that report's default report values and filters updated in CRM as well.0 Reviewed: Voting Open
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Improve the Export Definition File Layout Report to accurately reflect updates/changes to the column order
At present, an export definition has its columns re-ordered from their original position as fields were added during creation, the Export Definition File Layout Report will not accurately reflect the export definition's column order. My organizati... -
Add option to Recognition Programs to allow "member consecutively since" field to be based on cutoff date logic rather than calendar year
If a constituent joined a recognition program at the end of the year and the cutoff logic and expiration date treat this as membership for the upcoming year, then there should be the option to also allow the "years of consecutive membership" field...1 Reviewed: Voting Open
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Add multiple domain support for image paths in Direct Marketing email packages.
Currently, the Direct Marketing Email editor will set the URL path of inserted images to the primary site's url. For organizations that have multiple domains, inserting an image from a non-primary site results in broken images in the final email s...0 Reviewed: Voting Open
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Allow a user-defined smart query to be copied
Allow a user-defined smart query to be copied or provide a save as function on the create smart query function so that when creating similar smart queries the whole definition doesn't have to be recreated. This request is an extension of functiona...0 Reviewed: Voting Open
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Allow Membership Contribution Process to pick up revenue from constituent removed/dropped from membership program
When a constituent is removed from a membership, the member is marked 'IsDropped' in the database. At present, revenue from dropped members is not processed by Membership Contribution Processes for the same membership program. My organization woul... -
Code table for the Source of the assets
The source from the wealth and ratings assets section is a free text field that is used for calculations. This needs to become a code table because users may misspell something or cause other issues.2 Reviewed: Voting Open
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provide the ability to globally assign recognition credit from an event to a particular Individual
There is no way to default recognition credit onto revenue associated with a particular event for a particular Individual. Salvation Army Eastern Territory would like Robert Falzon(Individual) to receive recognition credit for all revenue applied ...0 Reviewed: Voting Open
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Default payment settings from commitments
When a payment is made on a commitment (whether in batch or not), the payment’s recognition credits, payment method, campaigns and tributes should be defaulted from the commitment.1 Reviewed: Voting Open
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Add designations for benefits
UNC-Chapel Hill currently directs its benefits to designations within its legacy system based on which unit is using the benefit. For example, a different designation is used for Law School benefits, Business School benefits, etc. with different G...0 Reviewed: Voting Open