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BBECRM: Interaction from a prospect plan are limited in how they can be secured
Interactions from a prospect plan should be the same as standard interactions not limited as they are now.0
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That Membership Program is added to Member Search
In the member search I would like to see the option to filter results by Membership programme. this is so that you can return all members of a selected programme rather than all members of all programmes.0
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Marketing efforts should follow constituent channel specific mail preferences when an address processing option is not used
CRM users have the ability to define communication preferences on constituent records. These settings should govern how constituents are included in mail processes. User may notice constituents are pulled into general correspondence processes when...0
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Event Search - Show under Recent Searches
For consistency purposes, when you search an event, an event search should appear under "recent searches" (it currently does not)0
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Default Address input field labels should be used in search results
The values entered for our Default country Address input field labels (For Australia where ZIP is labelled as Postcode) are used across many pages in CRM and BBIS which is great. However in the search results output section - the labels are not us...0
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Add columns in the relationship data list for reciprocal, primary business, Organization will match
We would also like to see columns for the reciprocal relationship as well as the ‘Primary business' checkbox ’ and 'Organization will match’ check box rather than having to edit the relationship or view the details to see them. Currently there is ...0 Reviewed: Voting Open
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Add RSS feed on a record's Interactions page
Development Officers need an alert when their prospects have contact with other university staff members. A simple RSS feed on the Interactions page would accomplish this without the DO having to check multiple records for activity.0
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BBECRM: An issue with saving interactions within a Constituent Record.
The Interaction you have added is created, though you need to re-select the Interaction to do anything with it. This becomes a problem if a User wants to add some supporting documents as they may end up adding documentation to the wrong Interacti... -
Copy Household Address to Members Missing Addresses
When creating a new household record, you can copy a member's address to the household, but it would be nice to be able to copy the household address to any members that do not have that address.0 Already exists
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Create a new address when AddressFinder updates an address.
When AddressFinder updates an address, it simply overwrites the address. We would prefer that it create a new address of the same type and move the old address to previous so that someone searching based on the old address would have the option to...0