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allow concurrent credit card processing runs
Posting for a few clients, please vote and comment... Allow organizations to run the Credit Card Processing Process on multiple batches in parallel, so that if the credit card gateway is taking a long time processing a particular batch users can ...
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Reviewed: Voting Open
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Remove "Associated Revenue" from Opportunity Records
Allow users to delete/remove/unassociated "existing revenue" that is associated to an opportunity. When the incorrect revenue is associated the entire opportunity has to be deleted and then re-entered.3 Reviewed: Voting Open
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Provide the ability to see Prospect Manager Name or Rating in detail box on Mapping page
When using the mapping functionality to geographically locate constituents, we would like the ability to see that constituent's Prospect Manager and their rating in the detail box next to their name. This will allow for better trip planning and be...0 Reviewed: Voting Open
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Ability to add the members and cards fields to the membership dues batch in the main grid
Currently you have to click a seperate tab to add members and cards. Very inconvenient. Should be able to add the related fields to the template to have a more streamlined data entry for batch0
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Rsegmented house file
Request came through customer support to be able to re-import a Segmented House File import process using a new file. Editing the existing House File Import does not allow use to select a new file to use and re-run with.0
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Query on Constituents in ME after Calculate Counts
We need to be able to query on constituents in a Marketing Effort after 'Calculate Counts'. As of 2.9, this is only possible after Activation. We need this functionality to to be able to check our segmentation and provide query edit lists to the b...0
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Appeal Mailings-Multiple Deletion that does not remove the reference Records
In CRM you have the option to delete an appeal mailing by doing this it will remove the appeal mailing from the constituents record. In order to maintain a healthy database and stop there from being 1000's of old appeal mailings in one crm you sho...0 Will not implement
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Event Invitation Invitees - show constituent's LookupID and/or City/State
Show constituent's lookupid and/or city/state on the Event Invitation Invitee datalist in order to distinguish between constituents with the same name.0
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Receipt amount for partial payments for event registration
It would be nice if CRM would automatically calculate receipt amount for a partial payment for a registration (currently, if defaults to $0 receipt). Example: registration fee is $1,000.00, receipt amount for the full registration paid is $500. If...0 Reviewed: Voting Open
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Preferred class year accessible for name formats
Would like to have preferred class year accessible for name formats