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Auto-calculate age at death for deceased constituents
BBCRM already auto-calculates someone's current age if they are living. It would be useful for bequest reporting to have it also auto-calculate a person's age at death (DOD-DOB), so that field could be displayed in queries/reports relating to matu...2 Reviewed: Voting Open
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Allow only active relationships to appear in the Add Participant form drop-down on a Prospect Plan
Currently, the Add Plan Participant form shows all related constituents to the prospect, even when those relationships are end dated. Removal from this list would require deletion of the relationship, and there is no option to filter out any const...0 Reviewed: Voting Open
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Allow for the output choice of a 2 digit Class Year ('90) rather than only 4 digits (1990).
Please allow for the output choice of a 2 digit Class Year rather than only 4 digits. For example '90 instead of 1990. Release 2.9.3 gave some hope that you are working on this as an errant code snippet (that may have escaped commenting out) seems...1 Reviewed: Voting Open
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Add button/link on constituent page to request a prospect plan
When reviewing a constituent record, a fundraiser may determine the need for a prospect plan. Having a button on the page to link the fundraiser to the Prospect Research Request form would be helpful. Additionally, have the Prospect Research Reque...0 Reviewed: Voting Open
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Have the ability to move funding requests from one funding plan to another
We would like the ability to move a funding request with completed steps from one funding plan to another. It is a lot of work to manually move these steps if they we would like to move the plan.3 Reviewed: Voting Open
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Add plan participants to the form when completing the add prospect plan process in bulk.
The add prospect plans process in bulk does not include plan participants. Currently, it is required to go back into each plan to add plan participants after the bulk process is complete.0 Reviewed: Voting Open
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Ability to Control Constituent Name on Screens and Reports
We have many people on our database that do not go by First name, Middle Initial, Last name. Many people use nicknames, middle names, etc. At UIF, we record the name a person wishes to be called in a BBEC Name Format. However, the BBEC Name Format...1
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Add functionality allowing prospect plans to be merged
My organization would like the ability to merge multiple prospect plans. We have prospects with multiple plans, but in reality all the steps, interactions, etc. should be on one plan.0 Reviewed: Voting Open
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to have the ability to import Prospect Plans through the batch population process in CRM
it meay be usefult o have a way to get legacy info onto DARS, I was hoping there would be a way we could import it via batch, to import data against plans/in the plans area of DARS0 Reviewed: Voting Open
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Academic Catalogue Issues
The academic catalogue functioned much smoother in 2.5 than it does in 2.91. When entering new degrees including college, department and type the new expland all functionality takes you completely away from where you were entering and then you hav...0 Will not implement