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create a way to qc an outgoing email from an Event (invitation)
The only way I have figured out how to qc my email event invitation (with merge fields and format) is to create a marketing effort and test the effort.1 Reviewed: Voting Open
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Update marital status when spouse is added or removed
We would like to have the marital status update based on the addition or removal of the spouse relationship.0 Will not implement
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Request the BBMS Transaction ID When Receiving Results into BBCRM
When the results of a BBCRM credit card transaction are received from BBMS, it would be useful for reconciliation and querying if we could get the BBMS transaction ID in addition to the current info. The trans ID is unique to the credit card trans...0 Reviewed: Voting Open
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Allow type ahead functionality in designation search report code fields
The "Designation search" task within the Fundraising functional area does not allow type ahead for report code fields. We have hundreds of report codes, and our users would like to be able to type the values. Having scrolling being the only option...0 Reviewed: Voting Open
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Create a global change to change designations on recurring gifts
Often we need to take a group of designations that have 3 or 4 levels in the designatation hierarchy and modify them. So e.g. OM NL/NL_abc/NL_support/xxxx OMNL/NL_abc/NL_support/yyyy OMNL/NL_abc/NL_support/zzz etc needs to have all recurring gif...1 Reviewed: Voting Open
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Allow recurring gift setup to be assigned to a tribute
At the moment each instalment to a recurring gift needs to be applied to the tribute which is time consuming to iterate through each line on automatically created batches (direct debit and similar)1 Reviewed: Voting Open
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allow adjustments to the posted revenue transaction of a planned gift
Need to change wrong gift fund, unable to do so10 Reviewed: Voting Open
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Opportunity in Enhanced Revenue Batch
The Opportunity functionality in Enhanced Revenue Batch is a step backwards from V2.7. “Linking gifts to Opportunities is important for reporting on progress of fundraisers’ efforts and ensuring that we don’t continue to press donors for gifts wh...0 Reviewed: Voting Open
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Create the functionality for pledges with non-charitable components
It's very common for sponsorships to have both a charitable and non-charitable component. It would be very helpful to have the functionality to record these without workarounds.0 Reviewed: Voting Open
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Non-philanthropic event registration component to be directly associated to a designation
We need the non-philanthropic event registration application to also be associated to a designation by way of the application. Right now the route to designation has to go through the event registration record then event then default designation. ...0 Reviewed: Voting Open