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Create audit trail for updates to the BBIS Account Email Address on CRM Online tab
We need to be able to see who made updates to this email and when for GDPR purposes0 Reviewed: Voting Open
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Ability to subscribe a constituent to a newsletter in CRM
We would love the ability to subscribe a constituent to a newsletter in CRM.1 Reviewed: Voting Open
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Allow ability to add solicit codes with the same date - i.e. remove no overlapping solicit codes error
We often have supporters who interact with us in multiple different ways on the same date but might choose different consent options on each occasion but we can only add one of those consents currently and requires an outside BBCRM process to deci...1 Will not implement
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Provide a way to remove potential duplicate pairs from the Duplicate Constituent Report
Currently, once a potential duplicate pair is identified, there is no way to remove it from the Duplicate Constituent Report, even if we know it is not a duplicate pair. For example, some of the pairs identified are account types we do not wish to...0 Reviewed: Voting Open
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Make it possible to copy text in fields without first having to click into them to make them active - e.g., alternative Lookup IDs
I often cross check against a separate database using an alternative Lookup ID to the one in DARS. Currently one has to click into the field... wait.... navigate to the second field and select the whole text...copy and then paste into the separat...1 Will not implement
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Show participants who are spouses as [relationship type], rather than members (of the household)
When selecting a related participant from the drop down menu, it would be more meaningful if spouses were displayed as their relationship type (husband/wife/partner) rather than as a "member" of the household.0
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The additional of Site Security to the Geo-Coding - Mapping functionality
Currently while using the Constituent Map a system user can disregard site security and view information in other constituent information in other site.0
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Allow Grantors (Grantor constituency) to be added in bulk via batch or global change
My organization has hundreds of organizations that we need to designate as a grantor. The problem is that the only way to make an organization a grantor is through the one-off "Add a grantor" task in the Foundations functional area. We think it wo...0
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Add Website to 'Organization Information' tile on Constituent View v4.0
Allow Website to be on the 'Organization Information' tile on the constituent screen. In v3.0 it was an easy link on top. In v4.0 the tile would be better if tile could be changed by user to have needed info. In our case Employees Not used, but we...0
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Add Documentation to Interaction
Allow a user to upload a document to an interaction1 Reviewed: Voting Open