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Add the option to allow import of a donation revenue record to 'deceased' individuals.
Currently it requires a lot of work-around steps to bring in donations from someone who may have been erroneously marked as deceased. The preference would be that the revenue import can go through without error, and then we can create a report of ...4 Reviewed: Voting Open
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Need Tribute in Batch Design
We need the ablitity to set tributes as field options in batch design. We have many cases where we are setting up a batch and there may be many (in some cases over 200) of the gifts in the batch that need the same tribute. Currently you have to ...1 Reviewed: Voting Open
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allow users to globally update the gift fees when defaults change
Currently the only way to update a gift fee is on the individual record. If the default fee is changed there is no batch value or global change that can be leveraged to recalculate this field without changing the gift amount.0
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Ability to add Grant Awards via Batch
We would like to be able to add grant awards via batch.0
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Constituent Merge - Constituencies
When you merge records and those records have constituencies, the system does merge them; however, the end date on the merged constituencies is flawed. The start date will take the first date on any of the merged constituent records (good) The ...0
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Implement change that will allow multiple windows/tabs opened in web shell without both of them timing out due to inactivity
When using web shell with forms authentication (i.e., not Windows authentication), if I have multiple browser windows or tabs open to web shell and one times out due to lack of inactivity, my entire session is expired (including the tab or window ...1
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allow multiple email recipients for email alerts
We would like the ability to chose not only our Development officer to receive the email alert but also their Advancement associate or another person designated. Would also work for custom alerts where the same email would go to multiple people. T...3 Already exists
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Overhaul the UI/UX of BBCRM 4.0 to Match Raiser's Edge NXT
BBCRM continues to be dated from a UI/UX standpoint. Salesforce and other BB CRM-related products have a much more modern UI/UX. When looking to migrate external applications into BBCRM, our key stakeholders have passed because users expect a more...0
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Allow the ability to have a revenue attribute associated with a pledge not show up on the pledge payment itself
When adding a revenue attribute to a pledge, we would like for the option for that revenue attribute to not show up on the pledge payment itself (just the overall pledge). This is currently not a option.1 Reviewed: Voting Open
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show all attachments and notes in the Documentation and Interactions links at the top - rather than just attachments and notes attached to the constituent, i.e. Show Revenue, bequest documentation at the top of the record in addition to Gift Aid and RG commitment
This would be useful, because you will be able to see ALL documentation and attachments for this record. You will then know how many document/ notes there are in total.0