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Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...0 Reviewed: Voting Open
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Allow tab functionality for the Subcategory field on Interactions and Prospect Plan steps during creation
When creating Interactions and Prospect Plan steps, the Subcategory field is skipped when using the Tab key on the keyboard; however, the Subcategory field is available for selection with a manual mouse click or by using the up/down arrow keys on ...0 Reviewed: Voting Open
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Add Start Date and End Date Fields for the Interest Values on the Personal Info Tab
Donors and prospects frequently express their institution-related Interests to our staff and subsequently get invited to events and/or receive mailings around those topics. Often times these interests change over a period of time. Currently in CRM...2 Reviewed: Voting Open
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Include option to merge Wealth and Ratings, and Planned Gift Beneficiary info when merging constituent records.
The duplicate identification process may choose a record that has Wealth and Ratings and/or Planned Gift Beneficiary info in the source record. This does not get moved to the target record when merged so we lose the information.1 Reviewed: Voting Open
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Add mailing preferences to the Update Constituent Batch template
No description provided
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Add user-configurable standardization options for names in the "Correct capitalization in name and address fields" feature
Currently, with Constituent data hygiene >> Correct capitalization in name and address fields enabled, conjunctions are automatically capitalized. Users must manually edit words such as "and" to set them to lowercase. While this is a low im...0 Reviewed: Voting Open
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Add options to the email and phone contact info tiles on constituent records to give the ability to add new phone and email records, just like we can with addresses.
It will allow us to more accurately archive historical information while also making it easier to add updated contact detail from the tile instead of navigating to the contact tab.0 Reviewed: Voting Open
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Display full text of a Data List heading when user hovers over it with their mouse
We often have many columns in Data Lists and have to reduce their width to allow as many as possible to be displayed across the page. When this is done, the heading is truncated with an ellipsis. It would be helpful if we could hover the mouse ove...0 Reviewed: Voting Open
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add complete research request to interactions page
No description provided0
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Add 'previous search' function to searches
In Raiser's Edge there was a 'previous search' button to allow you to call up your last search. It would be useful to have similar functionality on searches in BBEC, and maybe even extend it to allow you to call up older searches (say, your last 1...1