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Add "Location" to the Interaction batch as an available field.
In 4.0.172 "Location was added to the Interactions form. This field is not available in the Interaction batch template.0
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allow users to import updates to revenue recognition
We have a list of revenue IDs for revenue already in CRM, and a list of corresponding Recognition type and Lookup IDs for recognized donors (this is more accurate as there are many people with same name), recognized amount, & date. There curre...0 Reviewed: Voting Open
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Inactivate Status options from Opportunity Status drop downs
This client would like the ability to inactivate specific response codes, i.e. "Response Pending" from the available drop down. Currently this drop down list is hard coded, however, it would be beneficial if this became user defined in a future re...0 Reviewed: Voting Open
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Add the ability to have revenue batch import into an existing batch
To ensure proper batch internal controls, we have a "cashier" create all batches. Once the batches are created, the documentation is placed into a bin for multiple data entry folks to enter. This ensures we have one place in the system for all out...0
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BBIS Constituent Update Batch - data start dates
BBIS now uses the Constituent update batch for new user signup. There is a warning for a possible multiple matches this screen contains information already in the database. It would be extremely helpful if the start date for this information also ...0
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Add the ability to add an extra field into the Batch Template for Interactions Batch
Currently there isn't a way to add fields to a batch template. It would require a batch extension or a new batch type to accomplish this.0 Reviewed: Voting Open
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Model Scores and Ratings Update Batch should not affect the date of the Major Giving and Planned Giving Likelihood scores if they are not included in the batch template
We imported a batch of model scores and ratings attributes. The batch template specifically did not include the Major Giving and Planned Giving Likelihood scores, but the "updated on" date was affected by the import. This is not technically correc...0
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allow 'add constituent' permissions to be removed from Prospect Quick Search
Right now the functionality for adding a constituent is built into the Prospect Quick Search page, however, we need to be able to lock down the 'add constituent' permissions to our Research Team without completely disabling Prospect Quick Search.0
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Add Next of Kin Notification per revenue record
We would like to be able to set the Next of Kin notification per revenue record. Notification of the Next of Kin can vary depending on who sends in the gifts. If the gifts come from the next of kin then there is no need to notify the next of kin.0
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Provide a Constituent "Sites" Tile to display all Sites for multi-site constituents
Multi-site organizations need to quickly know which constituents belong to multiple sites. Currently constituent site info is buried on a Constituent's Security tab. BCRM v4.0's new Constituent Profile Summary Tiles would be a perfect way to displ...0