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Adding future end dates to group members
Groups provide a great way to identify and manage small sections of the larger alumni base quickly. In particular, Oxford have found it useful to use the group function to keep track of donors who have made pledges for a set period and need to be ...23 Reviewed: Voting Open
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Adjust defaults for whether emails and phones are shared between members of a household
Not often are people sharing emails these days and the default is still that it is shared with members of the household. The same applies for phone numbers. It'd be great to be able to set those defaults based on the type of email/phone that is be...1 Reviewed: Voting Open
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add a smart field for household revenue counts
We need to have a smart field which allows for Household revenue counts so we can see the household rollup in a count of months including any member gifts rolled up into the count.1 Reviewed: Voting Open
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Do not allow deceased Primary household members
BBEC allows the Primary household member to be deceased. Because of this, our constituent updaters are required to perform extra processes by accessing the Household record, reviewing and when necessary, changing it. It would be great if after a h...0 Reviewed: Voting Open
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Add Tab in Edit Address window that allows users to select any or all members of a Household, Group or Organization to apply changes to.
Add a tab in the Edit Address window listing all members of a Household, Group or Organization giving the user the ability to select via a check box specific members or all members to apply the address change or new address to. In some circumsta...0 Reviewed: Voting Open
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Be Able to Query Previous Members of a Group or Committee
There is no way to pull previous members of a group or committee when using Query because the marking of former member is only used from the Group side of the system. We have to be able to mail to former members of a group form the Constituent Mar...0 Reviewed: Voting Open
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Allow the option to dissolve households when one member is deleted as part of a constituent merge
My organization would like to have a household dissolved if we delete one member of the household. We use the merge 2 constituents task and we are left with a number of one member households when we use the option to delete source constituent. Hav...0 Reviewed: Voting Open
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One-per-household option in query
Would return the Head of Household, or the constituent even if they do not belong to a household.1 Reviewed: Voting Open
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create a global change process that allows the creation of a constituent household record for two constituents sharing the same last name and street address.
We're looking for a tool that would allow household records to be built from a query selection. Currently, this can only be accomplished manually one constituent at a time.0 Reviewed: Voting Open
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Documentation Tab should include Author field on Household and Group records
The documentation tab of Household and Group records does not show the Author field. This data list is inconsistent with how the Documentation tab looks on Individual and Organization records. Arthritis Foundation thinks this will be a problem bec...0 Reviewed: Voting Open