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Improve Readability of Interaction Comments in the Details Pane
The details panel for Interaction comments is so small (only displays a few lines) and scrolling is difficult, making it not very useable. We need more real estate for the Comments. Today, staff have to go into Edit mode in order to read the comme...0 Reviewed: Voting Open
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Ability to print interactions
Our users would like the ability to print an interaction out directly from CRM in a report format. Sometimes when there are a few to follow up, an easy way to remember to action them is to print them out.0 Reviewed: Voting Open
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educational status types
We would like the ability to add a few more status types to the currently BBEC imbedded educational status types. Per our Case 11537000, these are hard coded and we cannot make changes to them.1
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add phone number extension field
We need the ability to add a phone number's extension when adding a phone number to a constituent. Currently, there is no way to add the extension outside of the phone number field itself. However, it would be much more efficient and clearner data...0
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Improve the Province/State/County view
If the country is outside of the United States the state/province abbreviations are not as familiar as they are in the United States: Example: Uruguay: How do we know what FD stands for? Possibly have FD – Florida or have FD one field and Florida...0
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allow us to add to research group from constituent's page just like you do group/household
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Change Donor Constituency Criteria depending on Constituent type
We would like the ability to change the Donor Constituency Criteria depending on the Constituent type - Org vs. Individual. We view Org giving differently than Individual giving when it comes to Major & Loyal donors. -
When the import process find duplicate records, the constituent ID should be provided on the control report. This would save so much time
The Import Control Report should provide the Constituent ID of any suspected duplicate record. With the current process, finding these duplicate records in Raiser's Edge is a tedious, time consuming process. Having the Constituent IDs would enable...0
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add smart fields to query on the last interaction date.
There currently aren't any smart fields for interactions, which makes it difficult if you want to pull a simple query showing the summary for a constituent's most recent interaction.0 Reviewed: Voting Open
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Make Relationship Manager Field More Useful
Move Relationship Manager Field to a More Intuitive Location: From Constituencies Tab to Relationship Tab. Add Option of type (code table) Add sub-tab on Fundraiser Tab to list any constituents you are the manager for Add any interactions that i a...0 Reviewed: Voting Open