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Not add completed unplanned contact reports to the "Completed Steps" grid on a prospect plan
When adding an unplanned contact report and saving it. It then goes to the "Completed Steps" grid on the Prospect Plan. However, this is not a completed step at all. It is merely an unplanned contact report on an existing step. There should be som...0
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Enhanched features In Prospects area
Enhanced features In One CRM for prospects more flexibility for users to edit certain fields like Funding Interest for example. This would then be easier for users to tailor the prospects area for Major Donors so it suits their charities or organi...0
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When selecting the drop down for a plan, list steps most recent first
In 3.0, when looking at a prospect's plan, the drop down in the upper right lists plan step in chronological order. It would be helpful to our users to have this configurable or default to most recent/latest at the top.0
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Allow choosing of roles for data on the Opportunities and Asks tab
We'd like to be able to choose the roles to be included in the data on the Opportunities and Asks tab by user. For example, we'd like to be able to selectively include Primary manager and Secondary manager roles in the data totals.0
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Add 'researcher' to the list of fundraising roles in prospect plan outline
When defining prospect plan outlines, you can only select from one of four pre-defined fundraiser roles - Prospect manager is code 0 Primary manager is code 1 Secondary manager is code 2 Secondary solicitor is code 3 We would like to assign s...0
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Make constituents' donations to other organizations available in BBDM v. 1.6
Add fields to an existing table, or add a new table to BBDM v. 1.6 which contains constituents' donations to other organizations.This information would correspond to the OTHER_GIFTS table in Raiser's Edge.0 Will not implement
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Allow Dates and Comments
It's been suggested that it could be helpful if users could see start/end dates and comments on (similar functionality to previous group memberships) current group memberships fields. This was requested as some constituents have left/rejoined th...1
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Volunteer Traits
The ability for volunteer traits to have a start date and a comments box.0
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Honoring anonymous records in query
In RE anonymous records were honored in query. In CRM they are not. We'd really like the anonymous records to be viewed/exported from query as anonymous records, so that we can honor own donor preferences.0
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in a datalist in 3.0, allow highlighting/copying of text
For instance, under Alternate Lookup ID, we cannot highlight text in order to copy it. This would also be the case for Name Formats and Aliases.