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Show Possible Duplicates When At Least Three Factors Match
It would be great if we at least got the option of "Potential Duplicate" if three parts of a constituent's data matched in two or more records...such as Last Name, Address, and Email Address. Often, a person will create their own record using a ni...0 Reviewed: Voting Open
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The ability to view more than one education record on a constituent record at one time.
Currently in CRM, a user is only able to view one education record at time by clicking the expansion arrows. Is it possible to allow more than one education record at a time to be expanded? Often times while cleaning up data, or verifying merged ...0 Will not implement
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Prevent contact information tile from creating an email if the email address is marked as "do not contact".
Currently the contact information tile has a hyper link for the primary email that will create an email in the default email application. I suggest disabling this functionality if the primary email address is marked as "do not contact". Another op...0
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Add ability to link existing Interactions from a Constituents record to a newly created Major Giving plan
No description provided1 Reviewed: Voting Open
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Fix the Problem with Pasting Data into Notes
I used to be able to copy/paste text into a Note using the various paste options by right clicking on my mouse (Paste, Text Only, etc.) However, I believe since the SP 30 update my org did, now when you right click on the mouse, the only option y...1 Reviewed: Voting Open
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Be able to export the comment section of an interaction via the "More" button
Export the comments as well as all the other information in the interactions via the "More" button on the interactions page0 Reviewed: Voting Open
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Update the Name Format date changed when a constituent's name is changed
In CRM, when a constituent's name is changed, that constituent's name formats are updated to reflect the constituent's new name. However, even though the constituent's name formats are changed, the name format's date changed remains the same. My o...0 Reviewed: Voting Open
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Update the Global Change options for Interactions to match the manual entry options for Interactions
We upgraded to v2.91 and now have the ability to enter expected and actual start/end times for our interactions. We are unable to process the same information in the Global Change for interactions so using the new functionality becomes null. We cr...0
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Allow Name Format Options to honor the position of constituents as they appear on a constituent record
With Name Format Options, you are given the opportunity to "List the following constituent first when building the joint name format": -Selected constituent -Primary constituent from household -Male constituent -Female Constituent What is missi...0
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Create an interaction on a consitu
We would like functionality where, if an email is generated from BBEC, an interaction is placed on the constituent's record that shows date, and text of the email.0