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Make the Research Details field queryable
I'd like the ability to query on text saved in the Research Details field. Right now that field is not available in query.0 Reviewed: Voting Open
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Enable BBIS website visitors to upload personal attachments (e.g. CVs)
It would be useful to have the capability within BBIS for a logged-in individual visiting a website to be able to upload an attachment – the classic example being a CV/resume – to your institution, which automatically pulls through to the BBCRM Do...0 Will not implement
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Update label "Gender" to be "Sex"
The current values under Gender actually reflect Sex options for a person. In efforts to be inclusive, having this field name align with values would be extremely helpful and desired by Yale.0 Reviewed: Voting Open
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Improved Slideshow part
We would like a more usable and more attractive slideshow part with the ability to have different options on the image transition. At present we are having to use Slideshow Pro, however we have encountered issues with browser compatibility.1
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Birthdate - Should not allow future dates to be entered
When changing a Birthdate or adding one, no one can be born in the future. We have negative age in CRM as the system does not prevent a future date when entering Birthdates. Personal Information should not be able to save if the Birthdate is in th...0
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Create a simple way to replace special characters
Sometimes special characters such as umlauts are included in constituent names and addresses. These characters cause issues in various reports and processes. The idea is to create a simple way to find and replace these characters in CRM.0 Reviewed: Voting Open
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Sorting by constituent attribute in a Directory part
When you create a directory part based on a query, we would like to be able to sort by constituent attribute. -
allow a matching gift claim to show up before the batch is committed
While entering a matching gift claim to a donation, the claim does not show up in batch until that batch is committed. Some companies send initial donations via payroll deduction and the match on the same check, which must be booked within the sam...0
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Spouse Copy Address not an option in Constituent Update Batch
I want to use a constituent update batch to add spouses to existing records but I can't copy the address to the spouse because the field "Spouse Copy Address" cannot be mapped to anything.0
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Add the ability to restrict access to certain Batch Templates with in the Batch Type that a user has access to
The ability exists to restrict access to different Batch Types, however there is no ability to only allow access to certain Batch Templates within the overall access to the Batch Type. This would allow admin to create roles that would allow an app...3 Already exists