-
Change "Major Giving Prospect" to just "Prospect" on the Constituency tab
Users in my office get annoyed that everyone who is flagged as a prospect is flagged as a Major Giving Prospect when they are not and you have to go into the plan to see if they are actually Annual Fund etc. Can we change this generic flag to just...2 Will not implement
-
Resolve problem caused by Last Name being a required field in the Constituent Update Batch
I would like to see a modification to the Constituent Update Batch: Currently, if you want to import data from an external source system and update records in BCRM you have to provide the BCRM ID or an Alt Lookup ID and the Last Name. This create...2 Will not implement
-
Constituent Search: Customize views
Within the constituent search screen it would be useful to have the ability to choose from a set of data views for the results - whichever makes it more useful for the user0 Will not implement
-
Unable to link phone numbers to addresses
I have phone numbers that are associated with specific office locations. I need the ability to link those addresses to the right phone numbers.0 Will not implement
-
Allow the specification of the Alt Lookup ID type in Constituent Update Batch
When importing data from an external source system to update a constituent record in CRM, it is possible to use an alternative lookup ID to find and match to an existing constituent record. However, it is not possible to add a alternative lookup I... -
Deceased date - not allow users to enter a future date value
No description provided1 Will not implement
-
Make links in constituent search window able to open in new tab
When doing a standard constituent search and you get multiple possible matches, you can only open a constituent and then the search window is closed and you need to do another search if you didn't get the right constituent. allowing the use to rig...1 Will not implement
-
build an optioni to restrict file uploads to specific (and safe) file types.
Please build an option to restrict file uploads to specific (and safe) file types. Also, for any file uploaded, it should be checked by anti-virus software. It is on the Documentation tab for Constituents.0 Will not implement
-
Organisation Summary Tab,
Organisation Summary Tab, to be available, the same as for an Individual.0 Will not implement
-
Drag and Drop Documents into BBEC as an Attachment
Ability to drag and drop documents into BBEC as an attachemtn in the Documentation tabs. The document title would default to the file name.0 Will not implement