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Allow users to select fields to be included in profile update batch
The current Profile update batch template in CRM for BBIS transactions falls short of expectations. The Profile update batch template should receive the same treatment that the OLD donation batch template receives when it was upgraded to Enhanced ...8 Reviewed: Voting Open
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Allow the ability to change deceased confirmation codes
Currently, deceased confirmation codes are hard-coded within CRM. Users would like the ability to change those.4 Reviewed: Voting Open
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Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ...1 Reviewed: Voting Open
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If previously male or female gender, do not revert to Unknown when changing title.
Where we already know the gender (male or female) we do not want it overridden by the default (Unknown) when title is changed to one without a gender mapping, e.g Dr/Professor, as it should be assumed that a person's gender has not changed as a re...2 Reviewed: Voting Open
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Allow traits to be added to constituents without having to first make them volunteers
When a constituent is configured as a volunteer, you can now add traits to that constituent. A constituent trait is something that often if not always pertains to the constituent as a person not necessarily just as a volunteer. Traits and especial... -
Add a deceased notification date
Occasionally we are notified that an individual is deceased long after the deceased date so we base our deceased report on our deceased notification date. Currently we store this as an attribute. Ideally this would be a date field available on the...4 Reviewed: Voting Open
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Update the gender per Title Code Defaults when editing an existing constituent's title
To clarify, please follow these steps: 1. Select add an individual from the constituent functional area2. Enter a last name and click save3. Select the personal info tab and click edit4. Title = Mr. Note the gender switches to male5. Title = Mrs. ...0 Reviewed: Voting Open
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Update the Gender defaults in BBIS batches based on the Title - instead of Gender Unknown.
When processing a batch (such as Event registration, BBIS signup and BBIS Profile update), we would like to see the Gender default based on the Title - similar to how it currently works in CRM Constituent Batch and Constituent Update Batch. Curren...0 Reviewed: Voting Open
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Add the ability to mark a committee as inactive
We have the ability to mark individuals and organizations inactive. To be constant, we also need the ability to mark a committee as inactive.3 Reviewed: Voting Open
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Add Start Date and End Date Fields for the Interest Values on the Personal Info Tab
Donors and prospects frequently express their institution-related Interests to our staff and subsequently get invited to events and/or receive mailings around those topics. Often times these interests change over a period of time. Currently in CRM...2 Reviewed: Voting Open