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Ability to globablly add/edit/delete start and edit dates on members of groups
I am working with Arthritis Foundation and they would like the ability to add/change/delete the Start Date and End Date on a group of members in a group record. Currently this would have to be done manually and it could take a lot time. This is es...0 Will not implement
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Increase the size of the Description field for Ad-hoc Queries (and Data Lists and Export Definitions)
We store the history of changes to Ad-hoc Queries in their Description fields, but sometimes run into a limit. Please make this field a memo or similar very large field. The same is true for Export Definitions (although we don't tend to update the...0 Will not implement
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Ability to export batch grid in WebUI
We need to be able to export the batch grid in WebUI, especially in Address Finder batches where before and after values to address records can be viewed and exported.1 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 more revenue filter options/fields to the Recognition Credits node in a constituent export definition
My organization has a good many donors who give through a donor advised fund and family foundations. As a result, we need to use the recognition credit fields to see what recognition credit they have as opposed to direct revenue given from their c...0
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AES Encryption for Zipped File Process in BBCRM
Currently BBCRM allows for compressing/zipping a file with a password, but has no encryption. This idea bank article is requesting a 256-bit AES encryption option is added so that files may be encrypted at rest on a SFTP site.0 Reviewed: Voting Open
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Add configuration that allows additional filter criteria to be added to export definition
Many users need additional filter criteria to be added to export definitions. Instead of always playing catch up and continuing to add new filter criteria one or two at a time, a configuration that allows you to select field that are needed in exp...1
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Add Site and Designation filters to the Prospect\Planned Gifts node in a constituent export definition
My organization is a heavy user of export definitions and exports. We need to export planned gift information for our colleges, but unfortunately there isn't a filter on the Planned gifts node to allow us to only export the planned gifts based on ... -
Allow scheduled export to directly email the results to a given email address
We have exports that run at 9 each morning, and rather than having users have to go in and export them, it'd be great if we could set them to be emailed as attachments to people. One in particular is to a staff member who doesn't currently have a ...1
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Add a tick-box for Job Title when exporting/merging addresses for communications
It would be great if we could have a tick-box to include the job title when exporting/merging addresses for communications ( so marketing efforts, write a letter, etc).0