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Unable to filter off of event name in export definition.
Unable to filter off of event name in export definition. Currently we can filter off fo registrant information but event name is missing. 117168220 Reviewed: Voting Open
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Remove Constituency Add Form link from the "Add User Defined Constituency & the Special User - Defined Constituency Assignment under Task
Our Fundraisers are not allowed to select the "Add User Defined Constituency" and I figured out how to remove this access for them by removing the "Constituency Add Form". But when the Fundraisers need to go to the Prospect Record, they should hav...0
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Allow viewing of filter criteria in Export Definitions which are locked
Sometimes, when an Export Definition is in use (for a BBIS email?) it is locked and the existing fields can't be edited. In this case, we can't view the filters to see how the definition is defined. Please allow viewing of filter criteria. For t...0
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Consistency across Information Library and Task menu within Queries
It's been identified the list of available features/tasks when managing a query are different dependent upon which screen you are in. When viewing a query list from the Information Library you're able to see additional features compared to when vi...0 Reviewed: Voting Open
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create a way to generate both control and transmittal reports from batches already committed
If I've already committed a batch but forgot to check off the boxes to create reports, I then have to delete the batch and re-enter it. This is tedious work that could be avoided if there were a way to create the reports from batches that are alre...1 Reviewed: Need Further Info
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create a way to create a control report from gifts entered manually in a constituent record
This way, we wouldn't need to create a batch and can easily enter gifts directly into a constituent record, with easy access to other information about the constituent. -
Allow permissions to be set for smart fields (others can't edit)
Just like queries, we should be able to set permissions so others can't edit smart fields.0
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Odata API connection to work with Tableau
Withe the new OData API we hoped to be able to get Tableau working with BB CRM. That looks not to be the case, we cannot set up the connection and using the the odata link from queries ends up in issues that the account gets locked when you refres...0 Reviewed: Voting Open
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Add functionality to see if a query or selection was used in any business processes and when the last time it was run in that process
Related to the suggestion in CRM-I-258, my organization would like to have current and historical usage information available for queries and selections so that we can see if queries were used in business processes and when the last time the query...0 Reviewed: Voting Open
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add the ability to query for Planned Gift Sites in the data warehouse
Occasionally there may be a mismatch between the site tied to financial transaction line items versus the planned gift site. We'd like to surface a BBDW report to our staff so they can periodically discover and remedy those discrepancies at their ...0