-
The BBIS directory part should allow you to output the status of an educational history degree or limit output based on status.
The BBIS directory part will show all educational history records of a constituent, regardless of what the status is for the degree. For constituents that have completed degrees, and incomplete degrees, the part will show their incomplete degrees ...0 Reviewed: Voting Open
-
Smart Field - Exclude payments adjusted to $0
Allow for a smart field to calculate payment that are in certain ranges. For example, we want to exclude payments that have been adjusted to $0.00 but currently cannot. Anytime we look at a smart fied to see how many gifts someone gave, it icludes...0 Reviewed: Voting Open
-
allow Fundraising Hierarchy to be exported and maintain relational view
Apart from the 500 row limitation, export of the Fundraising Hierarchy removes the relational view aspect of levels) either allow this view to be maintained on export or provide export/printable report that uses this view.0 Reviewed: Voting Open
-
Datalist View - Collapse and show on one page
When you are looking at a datalist and you collapse the groups, it would be great to be able to see all the group headers on one page. Right now you have to scroll through each page to see the group headers Example #1: Sort Uncommitted batches by... -
Tie security to position in the org hierarchy
Granting users permissions is a manual process. It would be more efficient to automatically grant CRM users permission based on their position in the org hierarchy.0 Reviewed: Voting Open
-
Option for a Drop Down in a Gift Batch to Choose Tribute Acknowledgee Name
In RE when adding a tribute to a gift in batch there is the option to choose the acknowledgee. This is helpful when a donor specifically wants one family member to be notified of their gift as sometimes multiple family members as listed as acknowl...0 Reviewed: Voting Open
-
Allow event task owners to be copied
When copying an event and you select tasks to copy, it does not copy over the task owner, when you have over 100 tasks on the event you then have to manually update each task with the owner. It would be good to have a check box that asks if you wa...0 Reviewed: Voting Open
-
Change the security settings for the Group Summary data (Households)
The Constituent Group Summary View has both group information and revenue summary embedded in this form (one permission controls this, Constituent Group Summary View) with 4 separate summary tiles . The form then imports two datalists, which have ...0 Reviewed: Voting Open
-
Allow BBIS Security for Files to be assigned in Bulk
My organization has hundreds of files that we give only Board of Trustees members access to. Unfortunately, if in the process of adding security to each file individually one gets skipped, then Google indexes the file. We think the ability to add ...0 Reviewed: Voting Open
-
Allow unused batch icons and buttons to be hidden
Service Pack 12 introduced a new feature into Enhanced Revenue Batch: "Capture Card Info" in the Revenue tab, which is the new integration with Bluefin® Payment Systems. If my organization does not use Bluefin or similar services, then this button...0 Reviewed: Voting Open