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The transaction search should provide a link to the interaction details.
The current workflow to get from a transaction search to the interaction details is: Fundraising Transactions search by transaction id Click on constituent name Go to Interactions tab Find the same donation from step 1 Click on the subject to get ...0
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Reporting
Allow for reports to be broken down further to show if a donation was made in addition to an event survey. Currently it is only one amount, and we cannot see a breakdown of the transaction.1 Reviewed: Need Further Info
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Change the menu item "Mail Merge" to "Export"
Other CRM's and most folk today understand the term "export" more than "mail merge" I think that's an old-school term and changing would make it more intuitive.1 Reviewed: Voting Open
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Allow Team Captains to bring back team even if they skipped a year.
Due to covid we have many teams who opted out of the '20 & '21 event who are unable to bring back their teams from prior events. Given the events are linked in TR, we believe the captains or members should be able to easily bring back the team.0
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Have a link from the Constituent record to the current active TeamRaiser Participant record
When searching for a Participant who has not signed up to the right TeamRaiser, you have to Search in the Constituent database go into groups to find the TR they signed up for go to that Team Raiser and find the Participant record begin the pr...0 Reviewed: Voting Open
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update TeamRaiser Report Writer reports
Update participation reports to include a column for the upsell name with yes if selected and second column with price paid. currently, you get only one column with the total upsell amount. This can make it more challenging in certain situations t...0
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Make Calendar of Events mobile bilingual.
The Calendar of Events tool currently is only partially bilingual. It should allow all pieces of the tool to be bilingual.0
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Edit Email send groups without cancelling the email and rescheduling
When you setup an email and schedule it, there is no way to edit the groups or date for the email send without cancelling it and setting it up again. If there was an option to edit some of the settings after scheduled, it would be wonderful. -
Have people auto logged in when they take action
WE like to have s-tags that display phone number data to encourage constituents to call their rep after taking action. These tags only work if the person is logged in. If they take action from an email link with the argument autologin=true it is f...1 Will not implement
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Support SSL secured pages in the CMS
We are having major issues getting our attribution tracking to work because you do not support SSL secured pages in the CMS. When can we expect this to be rolled out?1 Reviewed: Voting Open