59 search results
-
Add if/then logic for fields within correspondence templates
-
pie chart · In Review
-
Create a data analysis of "promises" that were realized. · Feature Already Exists
-
When processing the New Fund Request, you can choose to look the advisors up in the CRM or create them as a constituent in the CRM. Obviousl
-
Import Without Address
-
Add profile/custom fields to funds/constituent records so they also can be inherited
-
Stop a manual sync
-
Site Administration Export should include Fund Name and Rep Type · Backlog
-
Have regrant process routine add the requestor's Default Acknowledgement Letter Addressee information to the grant request. · In Review
-
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
-
Add the temporarily restricted balance as a choice in the Data Grid in Funds to use in determining spendable. · Declined
-
Add ability to be able to schedule exports out of FIMS · Declined
-
Add [FS_StatementItems].[Page] to the Fund Statement builder line entry modal.
-
Add Obvious sort function in DonorCentral · Backlog
-
Auto-populate Search with Last Name · In Review
-
SWP Contribution ["History"] page extremely slow to load
-
Ability to copy a posted gift that creates a new unposted gift.
-
Vendor Portal, Payment Request data entry, dropdown list option for "Purpose" field
-
Add payment line dates in grant import process · Support Issue