-
Alphabetize Tasks
When assigning security, it is difficult to locate the task you are trying to enable as they are not in alphabetical order. There are a large number of available tasks in each functional area and one must scroll slowly through the list to find the...0 Reviewed: Voting Open
-
Add contituent update rules that are missing in BBIS batches
Event registration and profile update batches do not currently have a tab in their configuration for 'Constituent updates', implying that they do not follow the configured system rules and also cannot have custom rules applied on a 'per batch' bas...0 Reviewed: Voting Open
-
Add a front end configuration for the header color in CRM.
Currently it can be done by modifying the out of box css but it would be helpful to be able to adjust the header color using out of box means. Using different header colors for your environments can help your users easily recognize which environme...0 Reviewed: Voting Open
-
Add the ability to “Suppress Duplicates before COUNT”
Add the ability to “Suppress Duplicates before COUNT” or “Suppress Duplicates before COUNT, SUM, & arithmetic functions”. In Query, when the user clicks to suppress duplicates, the results are as expected when not including a COUNT() in the...0 Reviewed: Voting Open
-
Exclude designations/campaigns from Smart Fields
You can specify designations/campaigns to be included in Smart Fields. We would like the option to specify designations/campaigns to be excluded based on the same rationale, that we may not want to include all funds in the Smart Field calculation.0 Reviewed: Voting Open
-
Allow constituent duplicate search process to turn off matching via address
My organization has a number of constituent organization records without addresses that need to be merged. At present, the constituent duplicate search process won't pick them up because it requires the constituents have addresses. This feature wo...0 Reviewed: Voting Open
-
Add the ability to record pronunciation of names
Like FB and LinkedIn, it would be very helpful to have a way for families / students / faculty to record their name pronunciation both at the application stage and in the system. It would allow us to truly know our constituents - and their preferr...0 Reviewed: Voting Open
-
add a Fundraiser's pending activity/interactions for that week in an email alert
Currently there are several email alerts for when fundraiser activity is reassigned or changed, but there is nothing like a task reminder for upcoming interactions. We can't create a custom email alert because the expected date can't be used as a ...0 Reviewed: Voting Open
-
SDK - Add Remove Modify or Replace for Tabs, Sections and Lists
There is currently no way to add to a deployment package a modification to existing UI components (via AlterPage) for Tabs, Section and Lists once they've been added. Currently, if a UI component already exists, the package deployment does not upd...2 Reviewed: Voting Open
-
allow users to enter a prospect research request with a due date in the past
When attempting to update a prospect research request with a due date in the past, users receive the following error: The request due date cannot be in the past. This becomes a problem when reporting on research analysts' metrics - in order to upd...