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Have a find validation errors in revenue batch
Sometimes we have large batch of 500 transactions or so. When we validate the batch, there may be 1 or 2 errors that we need to correct. The only way to find these errors is to scroll through the transactions which take a huge amount of effort. We...0
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Create Security Profiles (Packages of Security Roles that you can add to one user all at once)
It would be REALLY great if we could create a security profile. This security profile would act as a package, where we could add the appropriate security roles that fit within the profile/package. When a new application is added to the system, we ...1
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Add More Processors To Configuration Manager
I would like to see Configuration Manager provide support for more Processors. Specifically, the following features would be useful: Batch Templates, Pages, Functional Areas, Tasks, Smart Field Instances, Acknowledgement Mailings, Global Change In...0 Reviewed: Voting Open
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Label the Transaction Type field consistently in the tool
The transaction type field is labeled as "revenue" in the tool (some places it's transaction, other page its revenue)0
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Add the ability to create hyperlinks in BBCRM notifications.
When creating notifications in BBCRM it would be a great additional if hyperlinks could be created in the message portion of the notification.0
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Add functionality allowing Excel files to be imported
My organization would like to import Excel (.xlsx) files in the same way .csv files are.0 Will not implement
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Add functionality to delete prospect plans in bulk
My organization would like to delete prospect plans in bulk. This would be a valuable additional to CRM as either a global change or as an option within the Manage prospects and plans in bulk task. -
Add functionality to the Tokenizer to enable updates to existing recurring gifts and pledges with new credit card token
My organization would like to suggest a new feature to be added to the Tokenizer utility, enabling updates to existing recurring gifts and pledges with new credit card tokens that are created. At present, using out of box functionality, there isn’... -
I would like to prevent entry of new items from the Planning Calendar and make it view only.
I cannot turn off "Add" permissions to Planning Calendar items, nor can I hid the Add button using Page Designer. According to a response to Case # 14264343, "the main issue lies in the fact that the "Event" and "Appeal Mailing" options within the...1
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Constituent Update rules should consider capitalization changes as a difference to a constituent names that could trigger review depending on how your update rules are configured.
Currently the Constituent Updates functionality (within Global Data Entry Settings) does not take into consideration case sensitivity, so this does not trigger a manual review as it does not see capitalization as different. (Constituent Update rul...1