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Need a Smart Field for Interactions
We need to be able to query the Last Completed Interaction Date, Last Completed Interaction Summary and Last Completed Interaction Contact Method. Right now, this is not possible for us to track our last interactions.0 Reviewed: Voting Open
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Email returned by ISP needs to mark the email as "do not email" with a reason of "ISP return - bad address"
When an email is sent and is bounced because the address is not good, BBEC only marks the email with a NO icon and adds a non-searchable comment stating the ISP has reported the email address is invalid on a certain date. It does not mark the emai...0
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Enhance the organizational unit users list
Enhance the organizational unit users list data list by adding columns to display the account disabled status, and the account lock out status. Identifying accounts that are disabled would assist in answering auditor questions concerning user rights.1 Reviewed: Voting Open
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Add the ability in the Social Media Account tab on a constituent record for LinkedIn to autopopulate the User ID.
For example, when adding Facebook to the Social Media Account tab on a constituent record, it will autopopulate the User ID. It would be nice to have the same format and functionality work for LinkedIn as well.0 Reviewed: Voting Open
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add start date on new moved address when using AddressFinder process
while it nicely end dates the previous address for someone, it does not add a start date, just puts effective move date in the details section of the address. We use start date so we know when we internally changed an address. Please add option to...0 Reviewed: Voting Open
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alphabetize by last name in data lists
When looking at a large data list, we need the ability to sort by LAST name and not just by the name field (which sorts by first name).1 Reviewed: Voting Open
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Split the primary salutation flag into "primary informal salutation" and "primary formal salutation
In the constituent name format area, create another primary salutation flag. The two flags should indicate the "Primary Formal Salutation" and "Primary Informal Salutation". Depending on the mailing or correspondence being created, you may want to... -
Add Additional Solicitor Field to Interactions
Currently additional solicitors can only be added to contact reports/plan steps. We would like this field also available when entering an interaction outside a prospect plan (allows credit to be given to more than one fundraiser without filing dup...2 Reviewed: Voting Open
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Add keyword search to Solicit codes, Educational Involvement and Constituent Attribute drop-downs.
There are so many entries in these tables, it can be very time consuming to find the values you want. Often we have to export/print to PDF and search the PDF to find the value we want. Plus, long values are chopped off because the drop down box is...2 Reviewed: Voting Open
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Include Lookup ID in ALL views of constituent
The existing idea that was implemented in 4.0 missed the mark. When I click on a specific plan in the Prospect section or a gift in the Revenue section, and look in the detailed view, the constituent header disappears and the lookup ID disappears ...1 Reviewed: Voting Open