54 search results
-
Link to investment accounts
-
Site Administration Export should include Fund Name and Rep Type
-
SWP Contribution ["History"] page extremely slow to load
-
Auto-populate Search with Last Name · In Review
-
User Defined Profile Export is missing mailing address components
-
Applicant Name Instead of Requestor Name · Done - Released
-
Ability to copy a posted gift that creates a new unposted gift.
-
Test Web Apps Where Submission has a Status of Committed
-
Vendor Portal, Payment Request data entry, dropdown list option for "Purpose" field
-
If you do search for the constituent and they are in the CRM, you can select them. However, if you select the constituent from the CRM, any
-
Create a macro to create Positive Pay bank file from Check Register
-
Add payment line dates in grant import process · Support Issue
-
SWP functionality · In Review
-
Change when Workflow Tasks appear in the to-do list