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Unable to update phone numbers through import
Unable to update phone numbers through import. Currently BBEC does not give us an option to link the phone number to a Phone ID.0 Shipped
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Provide duplicate matching for email addresses
Many people only want to provide their first name and last name along with email address until they find out more information. Please provide the ability to check against name and email address for duplicate matching.0 Shipped
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Search: Sort Transaction search results most recent first
In transaction search results, sort the most recent transaction first. Apply this sort before the row limit.0 Shipped
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Need to default Owner on the Interaction to the user inputting the interaction
When you enter an interaction through a plan, it defaults the owner to the user inputting the plan. However, when you add an interaction outside a plan it does not default the owner. It is time consuming to have to look yourself up everytime you e...0 Shipped
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Pending Interactions on My Fundraiser Page
Right now only pending steps show up on My Fundraiser Page under the Pending Steps tab. We also enter pending interactions, but those do not show up anywhere on My Fundraiser Page. It would be helpful to have a tab called Pending Steps/Interaction...0 Shipped
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Find/Feature by Constituent Lookup ID
Under the Find, Features/Constituent, it would be wonderful to be able to select Lookup ID and allow me to key the Lookup ID in the Find field to go to that Constituent. -
Write a letter function - edit option in web version
In the Click Once version of BBEC, the write a letter function allows the user to 'edit' the letter in MS Word. When the letter is saved the edited version of the letter is saved in BBEC as an interaction documentation attachment. This functional...0 Shipped
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Highlight field when tabbing
It would be helpful if when we tab field to field, it would highlight the newly selected field so that we can typeover the previous contents we had in there. Otherwise we have to erase the contents fist and then type the new search item in. This t... -
Add ability to search for constituents by email address
often people have similar names and even in similar cities, but if I have an email address, that is unique to each constituent, so would make searching easier.1 Shipped
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Constituent Search screen: View recently reviewed records
Previously reviewed records are not listed. Is it possible to have a list of recently opened records available on the Search screen?0 Shipped