-
Create a way to "Hold" a Sponsorship and/or Sponsorship Recurring Gift.
A Sponsorship Recurring Gift does not allow the Status to be edited at all. This seems fair, as the Sponsorship Recurring Gift should be controlled from the Sponsorship. You can edit the Status of a Recurring Gift to be “Held”. This is great, as...1 Reviewed: Voting Open
-
Build in validation of zip, city & state when new address is added
It would be nice if BBEC could validate newly added / edited address, and display a warning message / error, if the combination of zip / city / state doesn't match combinations saved in the "ZIPCITYSTATE" table.0 Reviewed: Voting Open
-
Self-service Backup requests
Wouldn't it be great if admins could request/produce a full backup of their environments from the application interface? To have that backup delivered directly into the authorized FTP user account at the push of a button! With our current business...3 Reviewed: Voting Open
-
Add the ability to inactivate Acknowledgement Processes.
Instead of having to delete Acknowledgement Processes it would be helpful if we could set them to an inactive state.0 Reviewed: Voting Open
-
Interchange Interactions and Plan Steps Easily
Our development officers would love the flexibility of being able to convert an existing interaction to a plan step (and vice versa) when needed, without recreating it. This is especially key for database/CRM prospect management adoption - as they...4 Reviewed: Voting Open
-
Add the ability to alert users if they already have an item in their shopping cart on Event Registration Form (classic)
On Event Registration Form (classic) user experience an 'Unable to load data list' error' when there is something in the cart and the same person tries to register again. If they register as a new individual it works without error. The hope is tha...0 Reviewed: Voting Open
-
On multi-level events, allow the hierarchy to be edited
We have had times when a multi-level event was setup with one of the sub-events placed at the wrong level. There should be a way to change which event is the parent of a sub-event, and to be able to rearrange the order of sub-events.2 Reviewed: Voting Open
-
Add a constituent field to store age range.
Often it is difficult to get a constituents' birth date, but there are many more services or ways to obtain a constituents' age range. Provide a field to store a constituents' age range. You could enhance this by having a global change that would ... -
Constituent Search: Additional Options Needed
Gender, Class Year, Maiden Name, Middle Name, Country (drop down), Date of Birth, SSN, Active Constituency (drop down) & Marital Status5 Reviewed: Voting Open
-
Add a task option to unlock and/or force rotate the readonly DB account
Add a task option to unlock and/or force rotate the readonly DB account from within the CRM Cloud Portal. Currently password rotation day results in a day of waiting for the account to unlock as it it updated with the services/users that are using...0 Reviewed: Voting Open