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Change "Major Giving Prospect" to just "Prospect" on the Constituency tab
Users in my office get annoyed that everyone who is flagged as a prospect is flagged as a Major Giving Prospect when they are not and you have to go into the plan to see if they are actually Annual Fund etc. Can we change this generic flag to just...2 Will not implement
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Be able to add and end date the Prospect constituency from the Prospect Assignment Process (under Manage prospects and plans in bulk)
If the Prospect Assignment Process lets you create new prospect assignments and remove prospect assignments, then you should be able to add the Prospect constituency to records that do not have it, and be able to end date the Prospect constituency...1 Reviewed: Voting Open
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Add constituency when adding an individual and organization
The screen that comes up when we add an individual, organization, or group should include a field to select constituency. This should be a required field, since every constituent on the database should have a primary constituency (or provide a glo...0 Reviewed: Voting Open
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Use global change to add system-defined constituencies to records
Currently, there is a global change to add user-defined constituencies to records. However, there is no option to globally add system-defined constituencies, such as Volunteer. We'd like to be able to globally add these constituencies in Administr...1 Reviewed: Voting Open
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Store the highest ranking (lowest sequence) constituency, as well as the vseconstituency, on each transaction row.
Most universities have to (or want to) report on giving by primary constituency and VSE "bucket". Because these values are not stamped on the transactions, we have to write code to determine what the primary constituency or vse constituency was fo...0
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Ability to add an ad-hoc query or selection to Constituency Criteria (for Donor, Loyal Donor, Major Donor).
Currently, the selection criteria is fairly ridged. Allowing the choice of an ad-hoc query would create a more dynamic approach to donor criteria. Note: There was a similar request 10 months ago asking to allow Donor criteria to be defined via an ...1 Reviewed: Voting Open
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Constituency - include navigation option to information which qualified the constituent for a system managed constituency
When viewing a constituent's constituency tab, include the ability to navigate from the constituent's system managed constituencies directly to the appropriate area of the system which shows the information qualifying the constituent for the syste...0
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Be able to conditionally query on a Constituency
Because a constituent record can have more than one active Constituency at once, you canƒ??t just use the ƒ??One ofƒ? qualifier in query and select a list of values when applying a condition to the Constituency field. You need to select each of t...0
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Allow the constituency major giving prospect to be given in bulk without needing a prospect plan
My organization would like to assign the constituency of major giving prospect without having to add a prospect plan. That is possible on a constituent's record but the only way to accomplish this in bulk is the "Add prospect plans process", which...0 Reviewed: Voting Open
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Automatically add end date to all constituencies when someone is marked deceased.
When a constituent is marked deceased, they are marked inactive, but it would be very useful to also add an end date to all constituencies to ensure people are not inadvertently included in queries used for lists in BBIS.0 Reviewed: Voting Open