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Allow for conditionally mandatory fields on Add Data Forms
It'd be great if fields in add data forms could be made conditionally mandatory; e.g when adding a new constituent no address fields are mandatory until an address type is selected, after which country & address block become mandatory. Would a...0
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provide the ability to merge online credentials when merging duplicate Constituents in CRM
As a Data Entry user I would like the ability to merge all online information for my Constituents including BBIS usernames and passwords. When duplicate Constituents exist and both have online logins, best-case scenario would be for both usernames...1 Reviewed: Voting Open
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provide the ability to search by key word on all interactions and attached documentation for a given constituent (like Salesforce NGO Connect)
Some of our staff who are evaluating BB CRM against Salesforce NGO Connect really like the search functionality that Salesforce provides. It gives the ability to search through all information on a constituent record -- notes, documentation, inter...0 Reviewed: Voting Open
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Only allow staff or volunteers to be owners of interactions
At the moment when you wish to 'assign' an interaction to another staff member you can just fill in their name and it will show up in their pending activity. When this person has a generic name such as John Smith, you're likely to find a dozen of ...0 Will not implement
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all the constituent customize summary tiles be able to change on a global basis for all users
To allows a user to change the constituent customize summary tiles to change on a global basis verses each user having to go in and change the tiles.3
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Change Default Constituent Advanced Search Checkboxes
When you are searching for a constituent, and click the Advanced Search button there are automatically checked boxes. Those being - Individuals, Organizations, Groups/Households, Only Search Primary Addresses. Would like to be able to change these... -
Ability to Copy Name Formats form a Constituent Record
In order to use the name formats in a one-off scenario on an individual constituent record, a user must export the name formats to excel or type them in manually to the document. It would be beneficial to have the ability to copy the name format ...0 Will not implement
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Allow Alternate Lookup ID's to be provided on the URL to load a constituent record
When dealing with ID's known outside the system (Phone Numbers, Supporter Visible ID's, email (?) it would be critical to be load the constituent in context from those other entry points. This is particularly useful for call centres with inbound n...0
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Allow an option for Search for constituents by site to be an include or exclude filter
Search for constituents by site - automatically added with SP 7 (4.0) without an option to include or exclude. It would be really helpful for orgs that don't use sites to be able to exclude this an available option. It's a weird extra filter to tr...0
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include prospect manager history as part of the merge process
Currently when merging two records the prospect manager history is not included with the merge, leaving it missing from the target record. The point of a merge is to prevent users from manually moving details from one record to the other, so this ...0