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Change the behavior of membership batches when re-attaching batch record to existing constituent.
No description provided3 Will not implement
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Administration - Code Table Filters - Add Search Option
No description provided1 Will not implement
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allow users to change the order of the Constituent Info tabs in revenue batches
We have our Gift Processing team making the transition to using WebShell in place of the ClickOnce Smart Client. In Smart Client, when in batch the constituent window will pull up the individual tab, however in the WebShell it pulls up the informa...0 Will not implement
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Registration - sub events require selection of registration from relationship list (vs. default)
No description provided0 Will not implement
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BBECRM: An issue with saving interactions within a Constituent Record.
The Interaction you have added is created, though you need to re-select the Interaction to do anything with it. This becomes a problem if a User wants to add some supporting documents as they may end up adding documentation to the wrong Interacti...0 Will not implement
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Mapping - Allow me to edit the route
I would like to be able to edit the driving route. For example, I want to edit the route to take I-80 instead of I-88.0 Will not implement
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Ability for global change to handle multiple constituent records
It would be helpful if the global change process to update a constituency could be smart enough to update the appropriate record if there is more than one constituent record. For example, if I’m ending a constituency, it would apply the end date t...0 Will not implement
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Change the manner in which "flag prospect" can be viewed by end-users
By changing this, it will allow all end-users to see if a prospect has been flagged. Currently, the only individual that can see if a prospect has been flagged is the individual who flagged the prospect.1 Will not implement
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Ability to "strike out" lines of a query to make them inactive without fully deleting them
This helps users test their query logic without fully deleting rows of logic. You can then re-activate the line you created with a click of a button. This is especially helpful when your row of logic has text fields you had to type in, a "one of" ...2 Will not implement
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Add the department field to the business tab in the add an individual form
Currently most employed constituents, linked to organisations, will need to have a job title and department defined. The business tab in the add an individual form currently only shows job title of these 2 fields which means that the record needs ...0 Will not implement