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Allow default setup for sort order of appeals and attributes in constituent records.
Allow us to set up defaults to control how appeals and attributes sort when you open a record (instead of having to click on column headers to sort them the way you want them each time you open a constituent's record.) Saw this question on the RE ...2
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Tracking hard credit/soft credit
No description provided2 Will not implement
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Add Import ID's to Volunteer Type lines. This will allow you to update via import.
Add import ID's Volunteer Type lines (VolTypeImpID). This will allow you to change/update them easily through import. Right now if somehow you ended up with a blank volunteer type with a status, it is all manual cleanup. OR develop a plugin to del...0
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Exporting using Gift Subtype
It would be great if gift subtype could be selected when setting up Gift Criteria in an Export. There are times when I only want to export gifts with a certain subtype but cannot narrow the criteria down to that level.3
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Allow all users to choose the default set, not just admins
Presently, only an RE supervisor can see the Integration Options to enable them to switch the constituent code or the Default Set applied to each user. Please could we have it so that either default sets are something that each RE user can set up ...0
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Add Consent fields to Constituent Batch
None of the consent fields are available to use in a Constituent Batch. All of our records must now have a consent added so this renders constituent batch useless.1
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Add date field to phone numbers
Add date fields to phone numbers. Since these are often copied and shared between records and many constituents will keep the same phone number even when they move, it would be helpful to have a "Date From" and "Date To" in the Phone record so tha...1
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Preserve Spouse Relationships When Merging (One-on-One or Mass Merge)
In today's product when two individual records are merged ALL relationships are moved from the non-surviving (merge from) record to the surviving (merge to) record EXCEPT spouse relationships when the surviving record already has a spouse linked. ...0
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Tribute notification Letters doesn't allow for Tribute Fund to be pulled.
Tribute notifications - when sending one letter per tribute - so the gifts to the tribute get consolidated - it's crazy that the "Fund" that could be setup on the tribute record (directly below tribute type and description) cannot be an available ...0
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Allow Constituents to have multiple Participant records in Web View
In database view, there is a business rule option to allow constituents to have multiple participant records in a single event. This is helpful because some participants have multiple roles that we want to track and report on. It's not even an opt...0