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Ability to rename an attribute once it is in use
Oxford would like to rename the attribute 'Matriculation Year (Use)' to 'Matriculation Year'. Due to the fact that the attribute is currently in use we appear to be unable to change its value.Reviewed: Voting Open
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Ability to inactivate attributes
You do not currently have the ability to inactivate attributes. This has become a problem for Arthritis Foundation because they have a lot of different event attributes that are added each year and they don't want some of these attributes to show ...Reviewed: Voting Open
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Create a better way to manage user-defined sort order for code table values
When creating values for a new attribute, data type = code table, if you create the values first THEN choose to edit the sort order from alpha (default) to user-defined, you must remove any associated data for those values then delete the values a... -
Make it easier to find where Attribute Categories are in use in query, export definitions, etc.
We cannot rename attributes in use. We cannot find where the attributes are in use. We cannot inactivate attribute categories. Once in place, we need more flexibility to change them.Reviewed: Voting Open
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Manage Attributes
Attributes do not currently follow BCRM business rules. They are not site specific, not controlled by security nor can they be made inactive. This lack of ability to manage them makes then a dangerous tool for our associates.Reviewed: Voting Open
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Ability to edit setting of attributes, in particular the "One per record" checkbox
I am working with Arthritis Foundation and they find a need to be able to edit attribute categories. One of the main things that they think they should be able to more easily change is the checkbox that specifies if this attribute should be one pe... -
Load existing attribute data in revenue update batch
In revenue update batch, existing data of an attribute is not loaded when a revenue record is added in the batch. If the exist data is loaded, it will help users to update the attribute much easier.Reviewed: Voting Open
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Be able to assign permissions for specific attributes.
Some attributes in CRM should be able to be accessed by some users, while other attributes should not to access others.Reviewed: Voting Open
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Add a Global Change definition to Add/Delete Sponsorship Opportunity/Child Attributes
We have Attributes on the Child records, but cannot update these via Global change. We'd like to be able to manipulate all Child records the same way Constituent records can be handled in Global Change, Import/Update batches.Reviewed: Voting Open
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Sponsorship Batch template should include Revenue Attribute fields
When adding new sponsorships in a batch, we would like to be able to set revenue attributes relating to the recurring gift. The revenue attributes should be available as fields to add in the batch template - so we can set these when adding a new s...
