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Move table creation from revisions to table specs
Currently stored procedures can be loaded to the data mart through a spec by specifying a mart key. The actual tables, however, are still left to a revision. Adding a special table spec would make management and deployment of the BBDW simpler and ...0 Reviewed: Voting Open
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Add Media Link and Note query view nodes to the Constituent Source ad-hoc query.
Currently in CRM Media Link and Note information is not available from front end ad-hoc query for Research Requests. The below out of box tables would need to be added the Constituent Source Query View. ASSIGNMENTMEDIALINK BANKACCOUNTADJUSTMENTMED...0 Reviewed: Voting Open
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Allow Listbuilder Datalists to be created from Ad-Hoc Queries
Allow users to create listbuilders from the ad-hoc query tool. Would give more power to end users when looking at datalists/dashboards created via config
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Reviewed: Voting Open
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Add country search criteria to the Mobilize constituent search.
Currently the Mobilize constituent search only allows you to search constituents within the United States. -
Add the ability to create or edit donations forms in staging for testing, that when complete, can be exported and then imported into Production
Idea entered on behalf of client: Working on a page/form/part configuration in non-Production looks pretty good. It would be great if there was an option to push the object out to our Production environment so that efforts made in developing the i...1 Reviewed: Voting Open
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On the Add Payment and Edit Payment forms, Reference Number and Reference Date Fields be available for all payment menthods. Currently the fields are available for Cash, Direct Deposit or Other Payment methods.
No description provided0 Reviewed: Voting Open
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Default the type and use codes per designation on the opportunity record to those on the purpose/designation record.
Why: Currently when selecting a designation on an Opportunity, the user is asked to input Type and Use Codes. The Type and Use Codes would be very good data on the Opportunity, but it is burdensome to ask the user to remember or look up the Type a...0 Reviewed: Voting Open
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BBIS registration source - batch
We would like it to be indicated within the batch where the registration (page/part) has come from. The source of the transaction is not currently displayed. BBEC must know this information, as you are able to assign transaction batches to differe...0 Reviewed: Voting Open
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Planned Giver constituency whereby it is only automatically added to records
There is a defect with the Planned Giver constituency whereby it is only automatically added to records when at least one designation has been added against a Planned Gift and not at the point that the Planned Gift is created. In a majority of cas...1 Reviewed: Voting Open
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have the ability to delete distinct years for a constituent's recognition program history without having to delete it all
There is a need to delete out distinct years for a constituent's recognition program history, and the suggestion is to provide the ability to do so. Currently, you are only able to delete out the entire constituent's history for the recognition pr...2 Reviewed: Voting Open