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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’... -
Add contituent update rules that are missing in BBIS batches
Event registration and profile update batches do not currently have a tab in their configuration for 'Constituent updates', implying that they do not follow the configured system rules and also cannot have custom rules applied on a 'per batch' bas...0 Reviewed: Voting Open
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Alphabetize Tasks
When assigning security, it is difficult to locate the task you are trying to enable as they are not in alphabetical order. There are a large number of available tasks in each functional area and one must scroll slowly through the list to find the...0 Reviewed: Voting Open