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Unable to print query settings
I want the ability to print a query settings so that I can compare it to other queries and help set up future queries.0
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In the SDK, allow specs to have a version attribute.
As specs are modified or fixed, the Catalog Browser is unable to indicate if the spec found in the DLL is actually installed or not. It just knows that a spec with the same ID is installed. When you have a catalog with a hundred items in it, seei...0 Will not implement
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Allow the Constituent Search to be extended through the SDK
Not looking to add new fields, just to be able to change defaults and customize the interface. I have a client that would like name criteria to be filled in when searching, and would like "Check Alternate Lookup ID's" to always be checked.0 Reviewed: Voting Open
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constituent merge
Allow a configurable item for Attributes to include: "exclude duplicate attributes"0 Reviewed: Voting Open
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workflow - allow users (developers) to deploy workflow to DEV and STAGING
WORKFLOW - allow users (developers) to deploy all parts of a workflow to DEV and STAGING environments.0
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when linking records records in a deposit there should be an option to include the Post Status and Post Date to filter revenue records
When linking revenue transactions, it would be good to have the Post Date as a filter option as records are posted based on the post dates in most cases. It would also be good to have the post status and/or if the revenue transaction has been adju...0 Reviewed: Voting Open
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Allow only active relationships to appear in the Add Participant form drop-down on a Prospect Plan
Currently, the Add Plan Participant form shows all related constituents to the prospect, even when those relationships are end dated. Removal from this list would require deletion of the relationship, and there is no option to filter out any const...0 Reviewed: Voting Open
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Provide a history log showing recent changes to a record and who made them
Currently we can only see when the record was last changed, and by whom - but it does not show what specific changes were made (or at least what section was changed - e.g., contact info, solicitation codes). It would be helpful for staff to see th...1 Already exists
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Add a "notes" functionality to research lists & my prospects & plans
This would be useful to anyone reviewing a research list for prospecting purposes. It would be great to have a space to add a note to self about certain individuals or reminders for the next visit, especially if the list is pulled via query on a c...0 Reviewed: Voting Open
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Allow fields to be added to Batch Export files (for uncommitted batches) or include information in Revenue Details like Recognition and Tribute information
My organization would like to add fields to the batch export files for uncommitted batches. Currently, when exporting a batch, the fields in the file match the fields in the batch's grid. However, we are looking to include recognition and tribute ...0 Reviewed: Voting Open