-
Allow benefits to be assigned to a designation
It would be helpful to be able to assign a benefit to a designation and have that benefit provided as a default for gifts to that designation (with the ability to override or decline the benefit for a specific gift).2 Reviewed: Voting Open
-
Submit research requests without a related prospect
Research is often requested to do proactive prospecting and research. For example, "can you provide research on every foundation that gives to X?" Because CRM requires a research group, organization or individual, we cannot track all research requ...0 Reviewed: Voting Open
-
Enable the recording of non-revenue responses to Public Media Efforts
A key group in our organisation advertises on radio and in national newspapers inviting people to request further information about their services. The group would like to be able to record that a person responded to the advert to ask for more i...0 Reviewed: Voting Open
-
Capturing a Summary of Event Registrations
It would be helpful in managing events to have on the summary of the event and the event profile report calculated fields that capture the number of registration types registered. An example would be a golf event with a foursome, couple, individua...0 Reviewed: Voting Open
-
"has responses" area on constituent communications
The "has responses" area only updates for Appeal mailings and general correspondence, but not for event invitations,you have to go to the event and registration area to see if any response has been received, whereas the natural place to look is un...2 Reviewed: Voting Open
-
Documentation Tab should include Author field on Household and Group records
The documentation tab of Household and Group records does not show the Author field. This data list is inconsistent with how the Documentation tab looks on Individual and Organization records. Arthritis Foundation thinks this will be a problem bec...0 Reviewed: Voting Open
-
Add additional application handling and/or error generation for business processes that encounter server/network errors (see text for error)
We were unable to Download any BBIS web transactions but did not receive an outright failure which would have helped in trouble shooting. BB dug into the logs and found error message: “request failed with an empty response”. This error message gav...1 Reviewed: Voting Open
-
Import/Over-write with a Blank value
It has come to our attention that if there is a value in a field (title for example) and you import a constituent update batch with a BLANK value in order to "over-write" an incorrect value, that you can NOT do this. the value will not be saved. T...1 Reviewed: Voting Open
-
Automatically Assign Batch Owner for Workflow States
We'd like the ability to be able to assign a default user for various batch workflow states, but give the current batch owner the ability to reassign if necessary. Our users have to pick the correct name and often times batches end up in the wrong...1 Reviewed: Voting Open
-
Constituent History
On the Constituent History feature on the constituent record, would it be possible to add "site" to the field type filter option so that we can filter on changes made to the security tab OR add site (from the security tab) as a reportable field.