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It would be nice to have a survey batch template.
It would be nice to be able to import website survey results en masse, like with a batch.0 Reviewed: Voting Open
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Feature Permission to Secure Adding Smart Query Instances
We need a way to secure smart queries from being added from the smart query definition. There are only 2 people in our organization that has the knowledge and ability to add a smart query via an ad-hoc to create the definition, but without this se...0
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Allow System Admin access to delete smart fields that are no longer needed (or accurately pullin data)
There are known smart fields we have that are pulling incorrect data. We cannot delete them nor can be re-name them.0
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Recognition credit added to a pledge should get carried forward to pledge payments.
Recognition credits for a pledge based on the global setting or on the configuration on the constituent record carry forward to the pledge payments. However if the recognition credit is set on the pledge record, it does not carry forward to subseq... -
Add Start Date and End Date Fields for the Interest Values on the Personal Info Tab
Donors and prospects frequently express their institution-related Interests to our staff and subsequently get invited to events and/or receive mailings around those topics. Often times these interests change over a period of time. Currently in CRM...2 Reviewed: Voting Open
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Add between field filter option for Date fields in Data lists
When creating a data list and setting up filter field options, it would be great to have a between option for date fields, so users could select a from and to date to filter the data returned in the list. Currently we have to add 2 dates - but get...0 Reviewed: Voting Open
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Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th... -
Add the ability to query on how many days are left before an Application User's password is set to expire.
It would be beneficial for users to have the ability to query on how many days are left before their Application User password is set to expire. Potentially this could be a field added to the Application User or Application User Password Reset Req...0 Reviewed: Voting Open
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Add user-configurable standardization options for names in the "Correct capitalization in name and address fields" feature
Currently, with Constituent data hygiene >> Correct capitalization in name and address fields enabled, conjunctions are automatically capitalized. Users must manually edit words such as "and" to set them to lowercase. While this is a low im...0 Reviewed: Voting Open
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Add a feature to allow adjustments to consolidated revenue receipts to automatically mark all associated revenue for re-receipt
Currently when making an adjustment to a gift that is part of a consolidated receipt, and re-receipting with a new number is required, only the adjusted revenue record is marked for re-receipt. For some organizations it is desired that all revenue...