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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 formats1 Reviewed: Voting Open
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Ability to have same constituent biographical name title with different case (Maj vs MAJ)
Our active and retired military constituents are vocal concerning how they want their title abbreviations to be capitalized, no matter what the AP style guide states. This is a very personal issue to them and we've tried to honor that request hist...0
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Add ability to update spouse record at the same time
For screens that allow the addition of constituencies, documentation, notes, attributes, event registration, etc., we are requesting the ability to update the spouse record at the same time. Users spend a ton of time having to turn around and add ...4 Reviewed: Voting Open
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View county in detail pane of address
We have Althletic Clubs that are organized by county and as a result our users need to see what county a person's address is in. In 2.9, we have to have edit permission or use query to find the county assigned to an address. It would be very helpf... -
allow us the ability to have overlapping constituencies
We would really like to be able to track constituencies by date range. The system currently will not allow us to, say enter a parent constituency of 1/1/11 and then another one of 1/1/12 because the dates overlap. It would help us to see the dates...0