-
Ability to clean up inactive table entries
Users are unable to select inactive table entries from the Select entries to replace menu when performing table cleanup in the web view. Considering one of the common case uses for the Table Cleanup feature is to clean up table entries that users ...Reviewed: Voting Open
-
Add Interests or "Giving Preferences" to Prospect Insights on Prospect Management Tab
It would be very useful to review prospect interests or "giving preferences" in the Prospect management tab in Prospect Insights as they are being reviewed to see what fundraising unit or multiple units we should assign them to based on their inte... -
Add ability for Relationships to NOT be reciprocated
When adding a relationship to an Individual record for an Organizational relationship, allow us to not reciprocate the relationship within the Organization record. Organization records can have many relationships but are not necessary to be shown ... -
Automatically save a PDF copy of tax receipts when bulk issuing
No description provided -
"Delete Row" Option in First and Last Column on Grid View Entry
In DBV batch entry, if you accidentally duplicate a gift, you can easily spot and remove the duplicate from the first columns. I would appreciate having the trashcan icon to delete a row in WV Grid View Entry so I can remove from the left side of ...Reviewed: Voting Open
-
FUNDS - Restore Cumulative Amount Raised Visibility to top of Fund Pages
Problem Prior to the update that introduced the tabbed view in FUNDS, key summary metrics, specifically Cumulative Amount Raised, were clearly visible at the top of a fund’s page. This made it easy for users to quickly understand the fund’s overal... -
Reflect ALL required fields in web view
Previous ideas on this have been marked SHIPPED but I'm not seeing this. Example: we have Campaign and Appeal required on gifts but these are not showing as required in web view. Would be helpful to see further info on what has been shipped and wh...Reviewed: Voting Open
-
Export opt out and bounce lists from web view email
We can see the lists of those who have opted out and bounced but I can't export them to mark them on the system. That sure would be useful.Planned
-
Ability to save a list of emails for testing
We routinely send a test of each marketing email to each principal of the organization before sending it out. I find it frustrating that I have to enter everyone's email not only for each eblast but for each change on the same eblast. -
Return search capability to appeal module in a constituent record
There used to be a search bar in the appeal box in a constituent record. This was useful as we have some appeals that are sent out annually, based on certain criteria, and we need to be able to quickly see which of these a constituent received. We...
