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Make recurring gift installment tables at the lineitem level, similar to installment tables are for pledges
Make recurring gift installment (FACT_RECURRINGGIFTINSTALLMENT*) tables at the lineitem level, similar to installment (FACT_INSTALLMENT*) tables are for pledges. The recurringgift tables are at the transaction level, while the installment tables a...0
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Allow users to set default "date and time" export options
Currently all BBP staff and clients have to remember to change the date format to the Australia dd/M/YYYY format before exporting Manage Correspondence process output files or Marketing Acknowledgement Output files, etc. This is both time consumin...0
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Add the ability to query on how many days are left before an Application User's password is set to expire.
It would be beneficial for users to have the ability to query on how many days are left before their Application User password is set to expire. Potentially this could be a field added to the Application User or Application User Password Reset Req...0 Reviewed: Voting Open
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Add fields to Constituent Query Prospect Plans/Steps node for Category and Subcategory
The query node is missing two fundamental fields - Category and Subcategory. Completed is another missing field, but at least Status can tell us that.1 Reviewed: Voting Open
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Add finder number into FACT_MARKETINGCONSTITUENT, it is the only field left behind
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Paste multiple values into a smart query
We would like to be able to cut and paste values into ‘One of’ criteria in smart queries, as can be done in ad-hoc queries (see https://bbcrm.ideas.aha.io/ideas/CRM-I-264)0 Reviewed: Voting Open
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Add the ability to query Adjustment Batch Number from a Revenue query, under Revenue > Adjustment
We need the ability to pull the adjustment batch number in the same query - a revenue query - that we can pull information about the adjusted revenue transactions themselves. In a revenue query, under the revenue > attachment section, please ad...0 Reviewed: Voting Open
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Create the Ability to substring within query
Perhaps you only want to display the first five of a zip code or just a certain segment from a source code. This would be a really helpful feature.0 Reviewed: Voting Open
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Revenue History Page should show when you select Revenue History Page from a Revenue Query Browse. Instead a Revenue History Report Shows.
In the Revenue Query when you select browse one of the items you can select is Revenue History Page - this takes you to the Revenue History Report. It would be helpful of it would go to the history page so you can review the revenue history by date.1 Will not implement
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create functionality to render constituent photos in query results and other parts of the program
We want get a list of all prospects with their pictures without having to write a customization. A constituent query allows you to output the photo, but it's just a varbinary string of characters and not the photo. We would like the ability to ren...1 Reviewed: Voting Open