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The ability to add Organisations to Research Groups in addition to Individual
A number of fundraisers are unaware that Organisations are not populated into the Research Group from their selections - Need to be able to add in Organisations where it is the Organisation and not the Primary Contact at that Organisation specific...0 Reviewed: Voting Open
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Add 'Research Request Date Completed' as a field in query
In order to query off of date entered vs. date completed (to look at turnaround time and efficiency of the Prospect Research team) we would like to be able to query off of 'Research Request Date Completed'.0 Reviewed: Voting Open
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Improve the research request & management function
There is a lot of room for improvement of the research request and management functionality. For instance, the way a request shows up in the prospect record and the way requests are listed in the research request pages. BB needs to talk to researc...1 Reviewed: Voting Open
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Include the Add Prospects to Request button in My Prospect Research Page
After going into My Prospect Research Page, in the Prospects functional area, I would like to have the "Add Prospects to Request" button appear on the task pane. The button, ideally, then should allow me to search for the research request that I w...2 Reviewed: Voting Open
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Provide the ability to go straight to 'Mark Completed' on Prospect Research Request
Because our business process does not go through the Pending-Assigned and In Process Steps for Prospect Research Requests, we would like the option to skip straight to the 'Mark Completed' step. -
Add Start Date to the Add to Group/Household option on a Constituent's page
When you select the Add to Group/Household option from a Constituent's page, you are only able to select which Group/Household; we need the ability to also add a start date at this point.0 Reviewed: Voting Open
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add complete research request to interactions page
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Link 'Source Used' table on the Prospect Research Complete Request to WealthPoint's 'Source' table
We would like the option to link the Sources Used tables on the Prospect Research Complete Request table to the Source tables on WealthPoint Wealth Details pages. -
auto-populate the start date to default to the current date when a new constituent record is created
Currently BBEC adds a notation outside of the start date field in the 'Edit address' dialog box that lists the date of creation. It would be more useful for this to auto-populate in the start date field, along with the option to change it if we wi...0 Reviewed: Voting Open
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add constituent lookup id as an available merge field option for all email alert content
Just have a constituent's name is not enough if someone receiving the email needs to search for the constituent they have just been alerted on. Currently the built in linking is not working (case open) but even if it was, we may not always chose t...