55 search results
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Add Obvious sort function in DonorCentral · Backlog
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Link to investment accounts · Backlog
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Option for generating the correspondence to the committee, that a docket is awaiting approval housed directly in the Docket screen
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Site Administration Export should include Fund Name and Rep Type · Backlog
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Improve basic user functionality for Giving Opportunity tool
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Stop a manual sync
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Add payment line dates in grant import process · Support Issue
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Hide dashboard · Backlog
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Auto-populate Search with Last Name · In Review
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Add DonorCentral demo site or walk-through video for prospective fundholders · Backlog
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SWP Contribution ["History"] page extremely slow to load
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Have regrant process routine add the requestor's Default Acknowledgement Letter Addressee information to the grant request. · In Review
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Ability to copy a posted gift that creates a new unposted gift.
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Synchronize Grant Fund Changes to Payment Fund Components
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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