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Allow the constituency major giving prospect to be given in bulk without needing a prospect plan
My organization would like to assign the constituency of major giving prospect without having to add a prospect plan. That is possible on a constituent's record but the only way to accomplish this in bulk is the "Add prospect plans process", which...0 Reviewed: Voting Open
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extend the Grant/Foundations/Funding module same as for Prospect module
The Grants and Foundations module should be able to do the following consistent with other areas of BBCRM: be able to add a contact report and be supported by the Outlook integration pending funding request steps should show on the MyFundraiser P...2 Reviewed: Voting Open
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Planned Gifts Excluded from Revenue Marketing Query View
The Revenue Marketing Query View is excluding Planned Gifts as this is a revenue type that would not generally be associated with Marketing Appeals, however we feel it should be included as Legacies are most commonly raised through brochure mailin...0
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End date prospect manager en masse
I have a list of Lookup IDs that have prospect manager assigned. I simply want to end ate the prospect manager. Short of manually opening each record one by one I can't seem to a find a way through global changes or imports to change existing pros...0 Reviewed: Voting Open
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Augment Prospect Assignment Process to allow assigning ownership of Steps/Interactions
The Prospect Assignment Process removes the Owner setting of Steps and Interactions when we choose the 'Remove prospect assignments' option and reassigns them when we choose the 'Reassign prospect assignments' option. However, there is no analagou...0 Reviewed: Voting Open
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Add a Grant Award/Program Analysis Report similar to the Pledge Status and Analysis Report
Our organization uses Grant Awards and Grant Programs areas of CRM pretty heavily and occasionally we need to provide auditors reports for the Grant Awards we've received. Having a report to produce this information, perhaps similar to the Pledge ...0 Reviewed: Voting Open
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Change the hard code options on Funding Interests
We would like to utilize this field more for tracking prospect level of interest or inclination, but the hard coded choices turn off the fundraisers. Using terms like negative and positive are not reflective of the personal nature of relationship ...0 Reviewed: Voting Open
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on Model Scores and Ratings, add checkbox to "Add a model scores and ratings attribute" to add to spouse
On Wealth and Ratings Page>Model Scores and Ratings – Add a model scores and ratings attribute – give us a checkbox for “add this attribute to spouse.”0 Reviewed: Voting Open
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Add ability to see name formats on Naming Opporunity Recognition Tab
We would like the ability to see a constituent's name formats (from the Names Tab) on the Recognition Tab on a Naming Opportunitiy so that you can see exactly what the name you are choosing will look like, instead of just the formula.0 Reviewed: Voting Open
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To have a field to enter end dates on plans (major gift, stewardship and grant)
There should be a field to enter an end date on Prospect Plans, include major gift, stewardship and grant plan. This is necessary for when organizations is applying for or is awarded a grantgift that has an end date. Often this is longer than the ...0 Reviewed: Voting Open