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Ability to multiple solicit codes
If a specific solicit code already exists on a record (even if that solicit code had been end dated years ago), global change “add constituent solicit code” cannot be used to add that solicit code again. We are not duplicating existing solicit cod...0
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Ability for global change to handle multiple constituent records
It would be helpful if the global change process to update a constituency could be smart enough to update the appropriate record if there is more than one constituent record. For example, if I’m ending a constituency, it would apply the end date t...0 Will not implement
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allow a matching gift claim to show up before the batch is committed
While entering a matching gift claim to a donation, the claim does not show up in batch until that batch is committed. Some companies send initial donations via payroll deduction and the match on the same check, which must be booked within the sam...0
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Ability to search by batch total amount in Batch search
We would like the revenue batch total ($) to be added to the Batch Search options0
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Add the ability to look for "Position Title" that shows on a Fundraisers page. Which is set in Administration > Organization Hierarchy.
You can set a Position Title under Administration > Organization Hierarchy which shows up on the Fundraisers information page. It would be nice to be able to pull this information, along with Position Site and Start Date, when creating an Ad-Ho...1 Reviewed: Voting Open
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provide front end visibility into activity performed by a system administrator (for auditing purposes)
For auditing purposes, we require a tool which provides visibility into system activity performed by a system administrator. This tool would allow for monitoring of activity by System Administrators, which is a reasonable safeguard, particularly b...0
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List Builder: Add 'Default' option to the 'Open List' screen that returns the ListBuilder to the defaults in the spec
The options in List Builders empower users but can make it hard to support those users if they have questions. Returning the list to a default state would make support easier. Nice to have: Define other named lists in the spec that could control ...0 Reviewed: Voting Open
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Enable User Defined Constituencies to Hyperlink to the relevant tab or section like system defined constituencies do
System Defined constituencies are hyperlinked to navigate to the related Constituent page tab. For example, the Planned Giver system-defined Constituency is hyperlinked to the Planned Gift sub-tab of the Prospect tab. BBP has explored the options,...3 Reviewed: Voting Open
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Add sum total of all notes and attachments from all related documentation in the Documentation and Interactions tile
Our staff have expressed interested in having the counts of notes, media links and attachments in the documentation and interactions tab reflect the total number of notes, media links and attachments that are reflected on the documentation summary...0 Reviewed: Voting Open
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Allow for the EmailInvalidAccountRecipient table to surface the "do not email" symbol inside of CRM
Currently only the EMAILINVALIDRECIPIENT table surfaces the "do not email" symbol inside of CRM whenever an invalid email is listed in the ISBLACKLISTED column. We would like the same thing to happen when information is populated into the EmailInv...