-
allow ability to add philanthropic gift categories
Philanthropic gift categories are currently defined by NOZA and table values come over directly from the NOZA source. The table is not accessible to clients for making additions. I recommend shops be able to add their own categories, while leavin...0
-
Imports to update constituents are overwriting user-defined constituency
Is anyone using imports to update constituents, and are you experiencing any issues with the process overwriting user-defined constituency codes that already existed on the record? Assuming BB has yet to effectively address this situation for your...0
-
Surface attributes that use the constituent search on the constituent record
When creating an attribute it may be set up so that you can search for a constituent to connect to that attribute. But the attribute does not show up on the constituents record. For instance we have an attribute on event records that adds the cons...1 Will not implement
-
Make it possible to edit existing tasks add new custom tasks in the ad-hoc query page
We would like to have the ability to add a button in the task pane of the ad-hoc query page, to delete the query. It sometimes would be quicker to be able to delete the query here, rather than having to go into the information Library to load the ...0 Reviewed: Voting Open
-
Add the ability to add new time zones or rename existing time zones.
Though our CRM environments and hosting is US-based, our organization has users in many different countries. Our Australia office would like to have Australian time zones named as they are in that country, rather than just having a name of the cit...1 Reviewed: Voting Open
-
Upgrade the Newtonsoft.json.dll to version 10
My organization uses a CRM customization that uses Newtonsoft.json.dll version 10, which is 3 versions higher than the out of box dll. Because of this, we have to rollback the Newtonsoft.json.dll to version 7 in order to run the AddressFinder proc... -
Add functionality to the Right To Be Forgotten global change that prevents future audit table entries for the constituent
My organization would like the Right to be forgotten global change to not only delete audit table entries for a constituent, but also prevent future audit table entries for that constituent. Below is the suggested workflow for the Right to be forg... -
Add a setting that allows for defining the maximum number of transactions added by batch separation
In Batch Assignment Settings users may define the maximum number of records that will be added to a batch before starting a new one. If batch separation settings are enabled, this setting does not apply to resulting update batches, which can lead ...0
-
Add site and constituent security options to the Application User System Roles Edit Form
Currently, the Application User System Roles Edit Form, which allows multiple security roles to be added to a user with ease, does not have options to add site security or constituent security simultaneously. This means that organizations using th... -
Automate assigning checklists & creating new users based on a set of pre-existing rules
Because it would be much more efficient and a great time saver if we didn't have to do this manually. Especially when it should be easy and intuitive. If the inquiry is for 9th grade, I'm betting that they'll need the 9th grade checklist. I don't ...0