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Add a Note Tab to the Constituent Window within an Enhanced Revenue Batch
It is often useful to be able view a Note associated with an ERB entry while managing that same batch record. This is especially true for BBIS donations. If the Note was available in the same area as the Constituent Window, it would allow the gift...0 Reviewed: Voting Open
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Create an email alert to remind users that their password is expiring and they need to change it
Like all organizations that use CRM, our users have passwords they need to be changed every so often. When logging into the application a week or so before the password expires, users will be reminded of this. However, our Fundraisers rarely log i...0 Reviewed: Voting Open
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add stewardship end dates to purposes via a global change or import
We have 125 purposes where we need to end date a stewardship recipient.0
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Enlarge the address tile on constituent records as it is not always possible to see the entire address
Since the 4.0 release it is no longer possible to see the full constituent's postal address when viewing their record unless you take the extra step of clicking on that field. This makes it more time consuming to check a supporter's address speaki...0
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copy attributes over at the application level when applying a payment to a recurring gift
When a payment is made on a recurring gift, the attributes at the revenue level of the recurring gift appear to be copied to the revenue level of the payment instead of at the revenue application level. Can this be changed? -
Goals Code Table
I would like the ability to be able to access the Goals Code Table in the Designation. We track goals on a Fiscal Year basis and would like the ability to inactivate old entries and add new entries directly into the code table. Currenly only the a...0
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Have the ability to update existing credit card details for pledges and recurring gifts with the Bluefin device
Currently Bluefin integration is used to enter credit card details for new payments. Need the ability to update existing credit card details for existing recurring gifts or pledges.0 Reviewed: Voting Open
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add a global delete for business process
Currently there is no way of deleting multiple processes like global changes or queues in one go. We'd like a global change that deletes these so they don't have to be removed one by one. -
Allow Recognition Credits and Recognition Credit Types to be required fields in Revenue Batches
Our organization would like to require Recognition Credit and Recognition Credit Type in Enhanced Revenue Batches. At present, Recognition Credit and Recognition Credit Type are tasks at the top of the batch which can't be made required in the Bat... -
Allow the ability to associate a time zone to an application user
We are exploring the Outlook integration in BB CRM and users would like the time zone to default to their local time zone instead of the default of Eastern for our organization. We can associate a specific currency to application users. It would b...0