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Business Process Output Delete Global Change Delete Output Tables Criteria Should Work By Instance, Not By Business Process Type
The Business Process Output Delete Global Change in Database Growth Management has a criteria to let you filter the deletion to: "Delete output tables for all but the most recent x runs." We expected this to delete all but the most recent X runs ...0 Reviewed: Voting Open
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Feature Permission to Secure Adding Smart Query Instances
We need a way to secure smart queries from being added from the smart query definition. There are only 2 people in our organization that has the knowledge and ability to add a smart query via an ad-hoc to create the definition, but without this se...0
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Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th... -
Add mailing preferences to the Update Constituent Batch template
No description provided
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creating a selection from an open batch
on any batch type an additional option to save all the records in that batch to a static selection should be available. Either committed batches or uncommitted batches should have this option to allow easier review of records or subsequent use of ...0 Reviewed: Voting Open
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Add the ability to enter an event registration and an event registration payment in the same batch.
When a event registration is created in BBIS, the event registration and the event payment are processed in the same BBIS Event Registration batch. Currently, when registering outside of BBIS, an event registration and payment must be processed by...0 Reviewed: Voting Open
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When the import process find duplicate records, the constituent ID should be provided on the control report. This would save so much time
The Import Control Report should provide the Constituent ID of any suspected duplicate record. With the current process, finding these duplicate records in Raiser's Edge is a tedious, time consuming process. Having the Constituent IDs would enable...0
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Allow code table names to be changed in the application
My organization would like to change the name of some code tables that we have added. We think this would be a good feature for CRM to have.0 Reviewed: Voting Open
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Update the application user source view query to allow active/disabled as an output field
Currently, in order to query on and export all active/disabled users, we have to submit a request to hosting to get the list. When that is provided, they cannot provide other information, such as default site. For large organizations, we want to v...0 Reviewed: Voting Open
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Inactive and Deceased Constituents in Constituent Update Batch should be updateable including the addition of relationships
Deceased records are constantly touched by Planned Giving departments. Inactive records mean different things to different orgs and can still receive gifts and constituent info updates. We need to be able to update and add relationships to these c...