-
Extend relationship type configuration to control reciprocal type selection.
This will be useful, as it will prevent users from entering reciprocal relationship types that make absolutely no sense. I believe that the list of values that appear in the reciprocal type drop down should be limited to a pre-configured subset of...0 Reviewed: Voting Open
-
Automatically add end date to all constituencies when someone is marked deceased.
When a constituent is marked deceased, they are marked inactive, but it would be very useful to also add an end date to all constituencies to ensure people are not inadvertently included in queries used for lists in BBIS.0 Reviewed: Voting Open
-
include individual title in constituent search results
When you do a constituent search for an individual the title (Mr., Mrs., Dr., etc) is not displayed in the search results with their name. The title currently only appears for the household records, but not for individual records. Would it be poss...1
-
globally add staff constituency
Currently, it is only possible to globally add user-defined constituencies to records. Some system-defined constituencies, like Donor or Major Giving Prospect, have criteria that allow them to be automatically added to the appropriate records, but...0 Reviewed: Voting Open
-
Add the Ability to create a Contact Report without creating an Interaction
When the user adds Contact Reports to steps in Prospect Plans, the interaction also displays on the Interactions tab of the constituent record. There may an occasion where users have access to the Interactions tab on a constituent record, but the ...0 Reviewed: Voting Open
-
I love the ability to scroll through the Address tile to find multiple addresses on a constituents record. I would like to see this same function on the Contact Information tile so that we can scroll through to find the phone number.
Many of our Florida donors and prospects live and work in various places during the year. It is very helpful to quickly search using the scroll arrows for the correct address that we are looking for in order to edit, add or verify when processing ...0 Reviewed: Voting Open
-
Add a Clear Results function to the Constituent Merge Process and/or safeguards to prevent data issues if the merge process fails
My organization had a Constituent Merge Process terminate unexpectedly, likely running into our app pool recycle. Though the process indicated there were 0 records processed, thousands of records were left partially merged without us knowing, caus...0 Reviewed: Voting Open
-
Add a hyperlink on the Organization Contact tile to enable the user to go directly from the organization record to the contact's constituent record
No description provided2 Reviewed: Voting Open
-
Add ability to auto add interactions from contact actions taken in FROG
When fundraisers are using FROG on their phones and call, text, email the app automatically adds an interaction that the communication took place. Users can then go update details later0 Reviewed: Voting Open
-
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