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Retain Former Group/Committee Member Info if Constituent is Added again as a new/current Member later on
Currently, if former group or committee member (End Date in the past) rejoins the group at a later date after a period of time where they were not affiliated with the group/committee, the previous historical member data is lost (date information, ...0 Reviewed: Voting Open
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Converting individual to an organization
I would like to be able to convert an organization to an individual when the constituent was entered incorrectly.32 Reviewed: Voting Open
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Add the Constituent Source field to the one-off Add an Individual form AND Constituent Update Batch
Currently, when creating new constituents using one-off Add Constituent forms or in a Constituent Update Batch, the Constituent Source field is automatically blank. (Constituent record > History tab > Origin sub-tab > Constituent Source F... -
Ability to End date on single email address/phone
It's great that an end date was added to email addresses and phones! However, if it is the constituent only email address or phone the end date is grayed out. We may know that the email address or phone is no longer valid and not have a new email ...17 Reviewed: Voting Open
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Adding future end dates to group members
Groups provide a great way to identify and manage small sections of the larger alumni base quickly. In particular, Oxford have found it useful to use the group function to keep track of donors who have made pledges for a set period and need to be ...23 Reviewed: Voting Open
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Outlook integration
Provide integration with Microsoft Outlook for sending and recording of both emails and calendar Interactions. Need support for Outlook 2007 & 2010.4 Reviewed: Voting Open
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Need to define the link between a Business Relationship and a Business Address
When a Business Relationship is added, the user has the ability to define an address. Once the relationship is saved, there is no apparent way to see which Business Address is related to which Business Relationship. There needs to be Business Name...6 Reviewed: Voting Open
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Add the ability to merge duplicate tributes
We have many duplicate tributes and need a way to merge them and move the revenue to the merged record. We will not want to lose the history that indicates whether the tribute acknowledge was notified of the tribute.3 Reviewed: Voting Open
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Change "Major Giving Prospect" to just "Prospect" on the Constituency tab
Users in my office get annoyed that everyone who is flagged as a prospect is flagged as a Major Giving Prospect when they are not and you have to go into the plan to see if they are actually Annual Fund etc. Can we change this generic flag to just...2 Will not implement
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Roll-back functionality for the Constituent Merge process
Users with access to the Duplicates area of BBEC, where two constituents have been merged using the BBEC 'Constituent Merge' or 'Merge Two Constituents' functionality available, wish to be able to roll-back that process for those two constituents,...2 Reviewed: Voting Open