-
Make @ValidateOnly flag fully supported for batch extensions
The @ValidateOnly flag can be used when building a batch in order to provide the end-user with in-row validation, using the "Validate" button in the UI. However, this feature is not officially supported in batch extensions - they require creating ...0 Reviewed: Voting Open
-
Add new Contact through the Fundraiser on the Go
When you go to meetings it would be very useful to be able to add a new contact through the Fundraiser on the Go application. Now you have to go to the full version and add the constituent before you can go ahead using the application. This is at ...0 Reviewed: Voting Open
-
Implement barcode/QR code generation in the event registration acknowledgement email
To be able to quickly collect information of registrants attending at the event, we want to be able to issue the event registration acknowledgement email with a barcode or QR code. Registrants would bring along their registrant email printed or di...1 Reviewed: Voting Open
-
Support integration of Outlook 365 and CRM
Currently it is not possible to integrate email if you are on Office 365 version of Outlook0 Reviewed: Voting Open
-
Enable Offline Contact Form Entry for Fund Raiser On the Go
Use local storage to cache the Fund Raiser portfolio, then permit completion of Contact Report entries while offline. Reports could sync to the database when a connection is restored.0
-
Remove Prospects from FROG view when unassigned and end dated under Prospect Manager History
When our fundraisers are accessing FROG, prospects that they no longer manage continue to show in their FROG instances under "My Portfolio." In CRM they are not assigned as the manager and they are end dated under the Prospects > Prospect Manag...0 Reviewed: Voting Open
-
Have a refresh option on a Constituent Map which refreshes the selections
Once we have added some selections to a Constituent Map, and saved the map, there is no way to refresh the selections so that records which newly meet the criteria of the dynamic Ad-hoc Queries, are displayed on the map. If we click the 'Refresh m...0 Reviewed: Voting Open
-
Add copy functionality to all sections under Wealth Details
We would like to have a copy functionalty on all sections of Wealth Deatils so that relevant information can be copied into a new line and edited for new use.This would especially be helpful for parcels of land entries.0
-
provide the ability to query on recurring gift installments.
• What Plan would like to achieve in a revenue adjustment queries is to be able to filter and output on the recurring gift instalment amount that the payment is associated to. This would mitigate the situation where donor has an adjustment on a pa...0 Reviewed: Voting Open
-
Recognition programs should allow for criteria based on consecutive years of giving.
Recognition programs should allow for criteria based on consecutive years of giving. The years should be able to be based on a calendar or fiscal year.1 Reviewed: Voting Open