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allow users to change the matching algorithm to deduct from the auto-matching total match score when comparing blank or null values
When using the constituent matching algorithm the system considers two blank or null values to be a match. This may be generally true, but it would be helpful to give users the ability to change how null values are weighted to ensure that records ...0 Will not implement
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Remove "Fundraiser" limitation on Organization Hierarchy
Currently, a constituent must be marked with the Fundraiser constituency to appear in the Organization Hierarchy. This limitation should be removed. Or, allow us to use the "Staff" constituency instead to build out a hierarchy including all membe...0 Reviewed: Voting Open
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Add the ability to do table merges
Raiser's Edge has this capability and it is very helpful. It allows you to clean up a table quickly and move those with the value to the new value. You have the option to automatically delete the old value.2 Reviewed: Voting Open
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Manage Attributes
Attributes do not currently follow BCRM business rules. They are not site specific, not controlled by security nor can they be made inactive. This lack of ability to manage them makes then a dangerous tool for our associates.1 Reviewed: Voting Open
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Create a global change process to standardize phone formatting
There's a global change to standardize constituent names and addresses so that they are formatted correctly - can we add the ability to standardize phone numbers based on phone formatting specifications (based on the phone formatting set for count...2 Reviewed: Voting Open
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show Lookup IDs and Alternate Lookup IDs on the preview merge tab
ELCA has a constituent merge process that requires records be merged one way as we don't want to change ID numbers. The preview merge form does not show Lookup IDs, so it is necessay to go into each record to look at the consituent to determine so...0 Reviewed: Voting Open
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Ability to edit setting of attributes, in particular the "One per record" checkbox
I am working with Arthritis Foundation and they find a need to be able to edit attribute categories. One of the main things that they think they should be able to more easily change is the checkbox that specifies if this attribute should be one pe...0 Reviewed: Voting Open
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Add demographics including ethnicity to the Constituent Update Batch
Currently you can only add the ethnicity via batch for new constituents. We would like to be able to add/update demographics including ethnicity via the Constituent Update Batch as some of our interface systems add this information after the const...1 Reviewed: Voting Open
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global batch delete
Have the ability to delete committed batches in bulk. We would like to keep committed batches for upto a year. Anything older than that should be deleted. This holds true to all types of batches, constituent and revenue.3 Reviewed: Voting Open
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allow users to import transactions for inactive records
Currently users can enter transactions for inactive records in batch or using the one-off form. They are not able to using a lookup ID in an import because there is no way to have the option to include inactive records checked by default on the lo...