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implement user defined constituencies permissions
At the moment permissions can only be set for system defined constituencies. Could this be extended to indvidual user defined constituencies (similar to attributes)?0 Reviewed: Voting Open
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In batch entry user to sort by "error" field
When you validate a batch and there are errors, there is no way to sort by the error field. This requires the user to go and find each error to fix. When the file is coming from an import, the user has to sort through 1900+ records at times.0
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Sponsorship and Enhanced Revenue Batch Imports include Constituent Financial Account Fields
As an organisation that receives revenue files from Direct Approach and Telemarketing vendors that include the Payment Method of Direct Debit, the import file needs to be able to map and import and the constituent's financial account details. **...0
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Allow users to change Default date format setting in Import/Options tab
Currently this is set to M/d/yyyy for both Date Format and Fuzzy Dates and set to M/d for Month/Day format. Each time a user creates a new import it is necessary to change from this default setting. A user should be able to define this default or ...0
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Use an Excel file of Lookup IDs as part of your query filter
I would like to be able to use an Excel file containing Lookup Ids as part of my query filter. For example, I have an Excel with a column called LookupIDs (containing lookup Ids) and I would like to use this as part of my query filter.0
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Customize/Configure AdHoc Properties
It would be nice to be able to have a way to not default "Suppress Duplicate Rows" with Revenue Queries. Any way to control this would be a great feature within CRM to create queries.1 Will not implement
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Create a document that shows the translation between the back end database field names and the front end application field labels
This is a documentation request. Please create a document that shows the correlation or translation between the back end database field names and the front end application field labels.0
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global changes filters
When viewing the list of global changes, there is only one filter defined - sites. Please expand filter to include name, owner, last run and type. We have over 700 global changes (24 pages of them) with many more planned and this is time consuming...0 Already exists
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Ability to automate/script loading of customizations
Goal of this ability is to eventually be able to automate deployment and automate testing thereafter in a non-interactive mode. Which if that is not possible, it would still be helpful to not have to login to apply customizations to an environment...1 Reviewed: Voting Open
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Provide an Export option for attribute definitions
These are a huge pain for programmers when moving from one database to another, since the tablename is GUID-base -- if you re-create the attribute in another environment the tablename changes. It would be nice to be able to export an attribute def...0