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View county in detail pane of address
We have Althletic Clubs that are organized by county and as a result our users need to see what county a person's address is in. In 2.9, we have to have edit permission or use query to find the county assigned to an address. It would be very helpf...0
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allow us the ability to have overlapping constituencies
We would really like to be able to track constituencies by date range. The system currently will not allow us to, say enter a parent constituency of 1/1/11 and then another one of 1/1/12 because the dates overlap. It would help us to see the dates...0
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Have a refresh option on a Constituent Map which refreshes the selections
Once we have added some selections to a Constituent Map, and saved the map, there is no way to refresh the selections so that records which newly meet the criteria of the dynamic Ad-hoc Queries, are displayed on the map. If we click the 'Refresh m...0 Reviewed: Voting Open
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Constituency - include navigation option to information which qualified the constituent for a system managed constituency
When viewing a constituent's constituency tab, include the ability to navigate from the constituent's system managed constituencies directly to the appropriate area of the system which shows the information qualifying the constituent for the syste...0
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Be able to conditionally query on a Constituency
Because a constituent record can have more than one active Constituency at once, you canƒ??t just use the ƒ??One ofƒ? qualifier in query and select a list of values when applying a condition to the Constituency field. You need to select each of t...0
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Add a Name Formats section on Organization records
My organization would like to have Name Formats available on Organization records as we have a number of them who prefer to be called something other than what the organization is named in CRM, sort of like a "Doing Business As" (DBA name). It wou...1 Reviewed: Voting Open
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Allow Household and Group members to be updated in bulk (via Constituent Update Batch Import or global change)
After running the DeceasedFinder process, my organization has thousands of deceased/inactive constituents who are the primary member of their household. Given the sheer number of records that would need to be fixed manually through the front end, ... -
Allow the importation/addition of name formats to constituent records in bulk
Currently, using out of box functionality, it is not possible to import name formats to constituent records. Manually adding individualized named formats to records requires a good amount of time so our organization would like the ability to impor... -
improve relationship maps
For our prospect researchers and users of the information they add to BBCRM it would be great if the relationship maps could be a bit more flexible to include more information (relationship type, current or former etc) and allow users to move cons...2 Reviewed: Voting Open
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Owner field does not auto-populate for Write a Letter Interaction
When the Constituent "Write a Letter" feature is used no Owner data is populated on the auto-created assocaited Interaction0