| |
ID |
Type |
Status |
Priority |
Milestone |
Owner |
|
Summary + Labels |
... |
| |
3 |
Enhancement
|
Accepted
|
Medium
|
Spring10
|
gokubi
|
|
Ability to customize the default household name
|
|
| |
5 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Ability to link households directly to opportunities
|
|
| |
6 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Ability to have home, work, and other postal address fields work like home and work phone fields currently work.
|
|
| |
7 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Ability to specify one or more opportunity record types as a filter for the donation history fields in the organization record.
|
|
| |
8 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Ability to roll opportunity information up to a contact, even if the contact works for an organization.
|
|
| |
10 |
Defect
|
New
|
Medium
|
----
|
gokubi
|
|
Problem using system_household_processor
|
|
| |
13 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Relationship records should behave like Organization Affiliation records, in that only one Relationship record should be created for each new relationship.
|
|
| |
15 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Upon Lead conversion, it would seem to make sense for the converted contact to be flagged as "primary" on the created opportunity's Contact Role (it currently is not).
|
|
| |
17 |
Task
|
Accepted
|
High
|
----
|
gokubi
|
|
Figure out best Household plan
|
|
| |
27 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Bulk data loading causing exception errors
|
|
| |
28 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Problem with too many query rows after conversion from bucket to one to one
|
|
| |
29 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Household addresses were imported with line breaks but now they are missing the line breaks
|
|
| |
30 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Unidentified unhandled exception in Relationships
|
|
| |
31 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Unidentified unhandled exception in Recurring Donations
|
|
| |
32 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Unidentified unhandled exception in Affiliations
|
|
| |
33 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Unidentified unhandled exception in Contacts and Organizations
|
|
| |
34 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Install problem with Contact and Organization causing exception
|
|
| |
35 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Unidentified unhandled exception in Households
|
|
| |
41 |
Enhancement
|
Accepted
|
Critical
|
----
|
gokubi
|
|
Lead Conversion does not allow for merging with existing Contacts
|
|
| |
46 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Contact created with Phone, HomePhone and Preferred Phone set to 'Home' loses the Phone data
|
|
| |
48 |
Enhancement
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Contact created with Email, HomeEmail and Preferred Email set to 'Personal' doesn't write HomeEmail to Email
|
|
| |
56 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Changes to Household members don't rename the Household
|
|
| |
57 |
Enhancement
|
New
|
High
|
Spring10
|
gokubi
|
|
Changes to Contact's home address don't propagate to the Household
|
|
| |
58 |
Enhancement
|
New
|
Low
|
----
|
gokubi
|
|
Household donation information is not reportable
|
|
| |
65 |
Enhancement
|
Accepted
|
High
|
Spring10
|
gokubi
|
|
DMLs throughout all packages are not protected from unhandled exceptions
|
|
| |
71 |
Enhancement
|
Accepted
|
High
|
----
|
gokubi
|
|
Template Conversion package needs bulk tests
|
|
| |
82 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Data From Previous Record Pre-Populates When Using "Create New..." Button on Sidebar
|
|
| |
84 |
Defect
|
Accepted
|
Medium
|
Winter09
|
gokubi
|
|
Contact validation rules can cause problem with Outlook Sync
|
|
| |
90 |
Enhancement
|
New
|
Medium
|
Spring10
|
----
|
|
Converting a Lead to One-to-One Invidividual Account doesn't create an Opportunity
|
|
| |
100 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Would like control over the Contact Role that Opportunities created with Recurring Donations get
|
|
| |
112 |
Documentation
|
Accepted
|
Medium
|
Winter09
|
gokubi
|
|
Need documentation explaining the choice between the bucket model and one-to-one
|
|
| |
114 |
Defect
|
Accepted
|
High
|
----
|
gokubi
|
|
Households with no members are only deleted when the Contact is deleted or has Household blanked out. If a Household loses it's last member on Contact Update, it is not deleted
|
|
| |
115 |
Defect
|
New
|
Low
|
----
|
gokubi
|
|
Editing Household Members can create duplicate Housholds
|
|
| |
116 |
Enhancement
|
New
|
Medium
|
----
|
gokubi
|
|
Duplicate auto-generated Affiliation record
|
|
| |
117 |
Defect
|
Accepted
|
Low
|
----
|
gokubi
|
|
Updating a Contact in One-to-one throws error when there are two Contacts in the one-to-one org
|
|
| |
118 |
Enhancement
|
New
|
Medium
|
----
|
----
|
|
Update of existing Recuring/Pledge Donation record does not update related opportunities
|
|
| |
119 |
Documentation
|
New
|
Medium
|
----
|
----
|
|
A chart that lists all the fields that are auto-populated, and from where.
|
|
| |
121 |
Enhancement
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Setting a Household field to required causes Household creation to fail with no message to the user
|
|
| |
122 |
Enhancement
|
Accepted
|
Medium
|
Spring10
|
gokubi
|
|
Marking an existing Contact as private does not blank out the Account lookup
|
|
| |
123 |
Enhancement
|
Accepted
|
Low
|
----
|
gokubi
|
|
Add ability to change labels of managed package fields
Usability
|
|
| |
124 |
Defect
|
Accepted
|
Low
|
Spring10
|
gokubi
|
|
Selecting a Contact as winner in contact merge jumps focus to the search box
|
|
| |
125 |
Defect
|
Accepted
|
Low
|
Spring10
|
gokubi
|
|
Hitting return when searching in Contact Merge doesn't run a search
|
|
| |
128 |
Enhancement
|
New
|
Medium
|
----
|
----
|
|
Increase the installment limit in Recurring Donations
|
|
| |
130 |
Defect
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Import Accounts/Contacts with standard import wizard creates duplicate Contact
|
|
| |
132 |
Defect
|
Accepted
|
High
|
Spring10
|
gokubi
|
|
Once a Contact gets a one-to-one Account, that can't be changed to a new one-to-one Account
|
|
| |
133 |
Enhancement
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Opportunities created for one-2-one Accounts won't get a Contact Role unless they are created from the Contact record
|
|
| |
134 |
Enhancement
|
Accepted
|
Medium
|
Spring10
|
gokubi
|
|
Nonprofit Starter Pack does not support Giftaid process (UK requirement)
|
|
| |
135 |
Enhancement
|
Accepted
|
Medium
|
----
|
gokubi
|
|
If Do Not Call checkbox is checked, have preferred phone set to "Do Not Call"
|
|
| |
143 |
Defect
|
Accepted
|
Medium
|
Spring10
|
gokubi
|
|
Preferred Email picklist has different values from email fields
|
|
| |
144 |
Defect
|
Accepted
|
High
|
Spring10
|
gokubi
|
|
Merge button doesn't appear in Firefox when Contacts are selected
|
|
| |
145 |
Enhancement
|
Accepted
|
Medium
|
----
|
----
|
|
"Create New" sidebar component creates multiple Contacts under 1to1 Account
|
|
| |
146 |
Enhancement
|
Accepted
|
Medium
|
----
|
----
|
|
Deleting a 1to1 Contact with a closed/won Opportunity succeeds (leaving Account)
|
|
| |
147 |
Defect
|
Accepted
|
Medium
|
Spring10
|
gokubi
|
|
Adding Phone and Mobile Phone to a new contact causes the Mobile Phone to be lost
|
|
| |
148 |
Enhancement
|
Accepted
|
High
|
----
|
gokubi
|
|
All s-controls need to be replaced with VisualForce
|
|
| |
149 |
Enhancement
|
Accepted
|
Medium
|
----
|
gokubi
|
|
Create a web API for directly creating donations
|
|
| |
151 |
Enhancement
|
Accepted
|
Medium
|
Spring10
|
gokubi
|
|
Contact roles could be automatically created for all Household members on Opportunity creation
|
|