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Expose the credit card token and/or its existence via Ad-hoc Query
At the moment there is no way of telling in Ad-hoc Query, whether a Recurring Gift with Payment method = Credit Card, has enough information to deduct a payment, i.e., has a token. The display in BBCRM shows 'Credit card - last 4 digits' or 'Credi...1 Reviewed: Voting Open
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Opening a subquery from within the main query
It would be helpful to be able to access a subquery from within the main query when in edit mode. There are too many clicks to go and open a subquery, particularly where there is a large chain of them. It would be helpful if you could within edit ...1 Reviewed: Voting Open
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Be able to delete a merged selection
If I merge selections, and then no longer want or need that merged selection, I would like to be able to delete it rather than clutter the database with unneeded merged selections.0 Reviewed: Voting Open
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Add the ability to “Suppress Duplicates before COUNT”
Add the ability to “Suppress Duplicates before COUNT” or “Suppress Duplicates before COUNT, SUM, & arithmetic functions”. In Query, when the user clicks to suppress duplicates, the results are as expected when not including a COUNT() in the...0 Reviewed: Voting Open
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Add Invitee-event node
the query nodes are counter-intuitive when you are using the invitee process. You are unable to query from constituent level who was invited by event category (for example). 'Event' is not available from Invitee.0
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Exclude designations/campaigns from Smart Fields
You can specify designations/campaigns to be included in Smart Fields. We would like the option to specify designations/campaigns to be excluded based on the same rationale, that we may not want to include all funds in the Smart Field calculation.0 Reviewed: Voting Open
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Have access to Marketing Plan Tasks in the Query View
In order to meet Reporting needs for Marketing Plan Tasks.1
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Add the ability to query on the Confidence Score as a field under Wealth Information for Philanthropic Gifts and Political Donations
On a constituent record when you go to Wealth and Ratings under Tasks, go to the Giving tab, the user can choose to add information for Philanthropic Gifts and Political Donations. After adding, the user can then choose to filter columns. One of t...0 Reviewed: Voting Open
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Be able to pull information from Volunteer module/functional area into BBDW
No description provided0 Reviewed: Voting Open
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add the ability to query on the date of a recurring gift adjustment in a revenue query
It is possible to get to the date via the Recurring Gift Revenue Function History section with query but there is no way within that section to output the activity type (that you see on a record) so it is impossible to match up which date goes wit...0 Reviewed: Voting Open