When adding a caddy item to a single card within a file, if using arrow keys on keyboard to move to next card or previous card, the Remove Caddy Item pop-up window will still display the caddy item(s) added on the initial card.
Add Caddy item is available on Recurring Gift Plan transactions imported from Fundraising Online. When the Sticky Note is added, the plan is set to a Status of Closed.
Caddy item fields are missing from merge setup in custom reports for Custom View cards 1-4. Unable to report on Sticky Notes, Dots, or Paperclips that exist on Custom View cards 1-4.
Sticky Note-Acknowledged-Anonymous selected as defaults do not populate on select cards when importing. Cards affected: Name, Salutation, Gift, Pledge, Payment, Soft Credit, Education, Contact, Solicitation
Dots are an eye-catching and convenient way to temporarily earmark constituent records that share common elements or characteristics. For example, the Red Dot on a Basic card could be used to specify Hot Prospects.