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Change inactive attributes so that they can not be added a second time to a Constituent record that already has them.
When an inactive Constituent attribute exists on a Constituent record, users see that inactive attribute available for selection when adding a new attribute to the same Constituent record. It would be helpful and lest confusing to make it so that ...0
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Have the error message populate near the submit payment button so that users are immediately aware of an error.
If an error is made when submitting a payment using a form, the error message appears at the very top of the form and the user is not directed to the top of the form, thus the user is not immediately aware that there was an error. This can cause t...0
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Want to have a business rule/ pop-up when opening a batch template
We have many gift processors and I would like to have a pop-up message when they open batch templates (particularly gift templates) to give them important information what the batch is used for. It can serve as a dunning message, reminder of sorts...0
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In Duplicate Constituent Management I would like to be able to sort by the number of criteria matches that exist.
In Duplicate Constituent Management I would like to be able to sort by the number of criteria matches that exist.0
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Pay off pledges with soft credited gifts
Like to pay off a pledge on a soft credit, when the pledge is less than the gift made.. For instance: A parent makes a gift of $25, of which $5 is to be soft credited to a child who has an outstanding pledge of $5. Would like to pay off the pledge...2
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events tab
Events tab should have a red tick next to it in RE when it is populated - like all the other tabs do! It's not easy currently when visiting a constituent record to see if they have Event details on their record.1
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Create a Keyboard Shortcut to Switch from Record to Record
Does anyone else feel the need for a keyboard shortcut to switch from one record to the next, for example when making your way through a query? Or is there one already? Having to click that little blue arrow on a mass data-entry task cannot be the...0
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The receipt default is "one receipt per gift"
Currently we have do manually change constituents or do a global change to change to "consolidated receipts". It would be helpful if we could set a default to make all new constituents set to "consolidated receipts.2
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Login compatibility with Chrome
It prompts you to install Citrix every time you try to login using Chrome.0
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Make campaign a require field when creating a proposal.
Our development officers have been requesting this in order to ensure the proposal they are creating is assigned to the correct campaign. If it's a required field you cannot save and close the record without adding this information. It forces them...0