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Put Lookup ID on Every View of Constituent
The Lookup ID should stay in the white area of the constituent record no matter which view we use in eCRM.2 Shipped
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The ability to use queries and selections to populate Groups
A helpful piece of functionality for Oxford would be for the ability to use queries and selections of individuals to populate Groups. At present Groups can only be added to one individual at a time. Likely scenarios where this would benefit user...0 Shipped
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Use a selection to generate constituent update
It would be extremely useful to be able to populate a constituent update batch using a selection, as is possible with the 'generate revenue update batch' functionality. This would allow easy bulk editing and cleansing of constituent data, without ...0 Shipped
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Allow the importing of appeal and interaction responses
Functionality exists for both an appeals and interactions to manually add/edit responses. Allow for the import of this information via import/Batch.4 Shipped
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Transfer plan steps and interactions only for current plans and not historical
When adding a prospect assignment process to change a selection of Prospects from one PM to another, if you mark the last checkbox 'transfer plan steps and interactions' then the process changes the owner on all historical/completed steps to the n...0 Shipped
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Need to default Owner on the Interaction to the user inputting the interaction
When you enter an interaction through a plan, it defaults the owner to the user inputting the plan. However, when you add an interaction outside a plan it does not default the owner. It is time consuming to have to look yourself up everytime you e...0 Shipped
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Pending Interactions on My Fundraiser Page
Right now only pending steps show up on My Fundraiser Page under the Pending Steps tab. We also enter pending interactions, but those do not show up anywhere on My Fundraiser Page. It would be helpful to have a tab called Pending Steps/Interaction...0 Shipped
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Write a letter function - edit option in web version
In the Click Once version of BBEC, the write a letter function allows the user to 'edit' the letter in MS Word. When the letter is saved the edited version of the letter is saved in BBEC as an interaction documentation attachment. This functional...0 Shipped
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Interaction category change should blank out sub-category
When editing an interaction the user can change the category and it appears to save. But it doesn't save the change unless the subcategory is edited too. There is no warning or alert about changing the subcategory too so this causes the user to in...0 Shipped
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Unable to create recurring interactions
I have some interactions that will occur each month, such as a phone call. I would like to set this up as recurring so that I don't have to keep re-entering it.0 Shipped