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Add the ability to use the "Receipt Grid" merge field in the "Transaction - Donation Notification" type.
When creating a Staff Notification for Donation Transactions, there are a number of merge fields that are available. In a Donation form that is used to trigger the notification, there is an additional merge field named "Receipt Grid." We'd like to...0 Reviewed: Voting Open
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Import/batch of Opportunities
When busy, it's easier for our fundraisers to add their updated opportunities offline on a spreadsheet that can be imported for them by support staff rather than adding each one themselves in BBCRM.0 Reviewed: Voting Open
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Option to have Adjustment Post Date default either to the current date or original post date
We distribute certain revenue reports based on their post date.5 Reviewed: Voting Open
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Make Checkboxes Sticky on all Search Screens
Currently checkboxes are sticky on the Constituent search and a few others. We would like to see this functionality extended to ALL search screens.0
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"Given Anonymously" checkbox in revenue batch disappears when lookup ID is changed
Once a constituent is changed and a new constituent is entered in the extended revenue Batch, the anonymous box that was checked for the original constituent is now unchecked.1
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Update the Global Change options for Interactions to match the manual entry options for Interactions
We upgraded to v2.91 and now have the ability to enter expected and actual start/end times for our interactions. We are unable to process the same information in the Global Change for interactions so using the new functionality becomes null. We cr...0
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allow users to import matching gift conditions
There are no available fields in a Constituent Batch or a Constituent Update Batch that would allow users to import matching gift conditions. When import large numbers of organizations it would be helpful to not have to add these manually on each ...0 Reviewed: Voting Open
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Improve Constituent Update Batch match-making capability to that of the Enhanced Revenue Batch
We were sent a file containing constituent names and addresses, and the Constituent Update Batch was unable to match a single constituent using that file, but I experimented with importing it into an Enhanced Revenue Batch, which successfully matc...0
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allow admins to restrict access to batches on a batch-by-batch basis like you can with ad-hoc queries
allow admins the option to assign permissions on batches on a batch-by-batch basis like you can with ad-hoc queries0 Reviewed: Voting Open
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Allow us to prevent duplicate batch numbers even spanning multiple batch designs
Currently, for batches using the same design - it is impossible to use the same batch number more than once. This is good. The request is, we need to be able to avoid duplicate batch numbers even when the batches are using a range of designs. For ...0 Reviewed: Voting Open