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Add installment id in the Recuirring gift write off Query Node
We would need to get the information our from the queries, what installment has been written off at what date and what reason. This is not possible now, as there is no installment ID and if you try to query this, the query is looking only at the r...0 Reviewed: Voting Open
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Add the ability to Mass Export Attachments
When clicking on an attachment filename, the attached file is downloaded to be viewed. Some clients may need to download all attachments for all records associated with the organization. Currently, CRM does not have a way to do this in mass; only ...0 Will not implement
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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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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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be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?1 Reviewed: Voting Open
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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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Default folders to alphabetical within Information Library
When adding a folder via Manage Folders in the Information Library, it would be helpful if CRM would sort folders alphabetically as a default. It is very time consuming to have to click the up or down arrows to move the newly added folder to where...0
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Feature Permission to Secure Adding Smart Query Instances
We need a way to secure smart queries from being added from the smart query definition. There are only 2 people in our organization that has the knowledge and ability to add a smart query via an ad-hoc to create the definition, but without this se...0
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Feature Permission Record Operation to Secure Deleting Queries (Smart and AdHoc)
We need a way to secure queries (smart and ad-hoc) from being deleted. In our organization we have a select few that build smart queries and multiple users on ad-hoc. We have had a problem with queries being deleted either accidentally, or intenti... -
Allow Listbuilder Datalists to be created from Ad-Hoc Queries
Allow users to create listbuilders from the ad-hoc query tool. Would give more power to end users when looking at datalists/dashboards created via config
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Reviewed: Voting Open