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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...0 Will not implement
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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
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Mask Account Number on constituent bank accounts
Similar to PCI compliance for credit cards, mask the bank account number on the Accounts form to show only the last 4 digits2 Reviewed: Need Further Info
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Add comment field to Constituency
It would be very helpful to have a comments section on constituency codes so that if there are questions as to why something was added, I can go back and read a comment explaining why a constituency was added or changed. Currently, I have to look ...0
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New Constituency Request - Former Staff
We would like to request the inclusion of a new constituency value of 'Former Staff'. There are a number of individuals within our database who would be better marked out by this code rather than the standard 'Staff' value.0