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Need to define the link between a Business Relationship and a Business Address
When a Business Relationship is added, the user has the ability to define an address. Once the relationship is saved, there is no apparent way to see which Business Address is related to which Business Relationship. There needs to be Business Name...6 Reviewed: Voting Open
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Add the ability to add two employment history rows for the same employer at the same time
It may be necessary for a constituent (record) that has two active positions at the same time. Currently you cannot have two active positions in the Employment History area. It can only be bypassed by selecting an end date.0 Reviewed: Voting Open
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Allow multiple contact types on a relationship record
In many companies, one person would have multiple contact types. Using a primary doesn't really meet the need either. In large companies we would have a primary, often the funding contact. But then that person might also be a contact for the bowli...3 Reviewed: Voting Open
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The ability to link a prospect plan step to an event
While we can easily tag a general interaction to a specific event via the event field, there is no event field on the prospect plan step form.0 Reviewed: Voting Open
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Allow multiple listing for the same employer under the Employment History section of a constituent's record.
Currently, we are unable to add multiple listing for the same timeframe and employer under the Employment History section of a constituent’s record. For Example: Bob Hernandez worked for ABC Corp. from 1/1/2010 until 1/1/2013, and simultaneously h...1 Reviewed: Voting Open
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allow multiple relationships of the same type on constituent record
Example provided: a board member may resign from the board then, years later, rejoin. User would like option to add "Board Member" multiple times as relationship with the different start/end dates.1 Reviewed: Voting Open
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improve relationship maps
For our prospect researchers and users of the information they add to BBCRM it would be great if the relationship maps could be a bit more flexible to include more information (relationship type, current or former etc) and allow users to move cons...2 Reviewed: Voting Open
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Add Job Title to the Relationship Information
A number of our contactable constituents have multiple employment history records which it is important to keep. This includes a number records where the individuals have multiple current employment records. It is really important for us to be abl...1 Reviewed: Voting Open
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Extend relationship type configuration to control reciprocal type selection.
This will be useful, as it will prevent users from entering reciprocal relationship types that make absolutely no sense. I believe that the list of values that appear in the reciprocal type drop down should be limited to a pre-configured subset of...0 Reviewed: Voting Open
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Add the ability to move an 'Employment History' record from one relationship to another.
This would massively assist in the cleaning up of duplicate records (particularly Org records) as you cannot have duplicate relationships. Being able to move the job to a different relationship would make this very much easier.0 Reviewed: Voting Open