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Allow users to edit household's marriage options AFTER household is created
In BB CRM 3.0 the Marriage Options screen appears after the user has elected to create a new household (of two spouses). Users would like the ability to edit the Marriage Options directly on the household record, without having to uncheck the 'thi...0
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store the calculated value for pledge balance within the OLTP and DW, instead of requiring folks are quering directly agains the database(OL
No description provided0
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Show Donor Constituency on all members of Corporate Structure
We need to see the Donor Constituency (Major, Loyal or Donor) for any of the members of the Corporate Structure no matter which org you are on. For example, we would want to know that Company A is a Major donor even if their ultimate parent of Int...0
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Show all active constituencies in Constituent headers.
Show all active constituencies in Constituent headers. Currently if someone is both an Alumnus and a Student, the header only shows Alumnus.0
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If changes are made to an address after submitting it to AddressFinder, that address should trigger an exception when importing the updated
An organization often has many addresses that get updated in the database between the time that an address file is sent for Address Finder update and the time that the updated information is imported back into the database. Therefore, they want to...1
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Add Smartfield Search
As of 2.94, smartclient can list all smartfields in a single page. That's not the case in webui, where it smartfield can be listed in several pages. Adding a search functionality would significantly be a time saving feature.0
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Bulk address validation with QAS
Add a Global Change to perform address validation for selected constituents in bulk. This would be similar to the Address Geocode Global Change, but would enable us to validate all address with a DPID from QAS and cut down postage costs.0
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On the Results screen for the Constituent Search by Name or Lookup ID for the columns can you please add the Site ID as a column
add site ID as a column on the Results for the Constituent Search by Name or Lookup ID0
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Sticky Columns!
I LOVE the sticky search fields coming in 4.0.... next stop, sticky columns. Allowing the column widths to stay put after a user changes it.2 Reviewed: Voting Open
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Suggestion for merge organization functionality
When using the ‘Merge Organization’ functionality in TAS to mirror a real-life acquisition or merger between two companies, BBEC automatically creates a relationship between the primary and secondary organizations once the merge is complete. The r...0 Reviewed: Voting Open