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Name formats on Household
Would like the ability to put name formats on a household record.0 Reviewed: Voting Open
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Allow Query Dependencies feature to be permitted to non-sys admin users by system role
The query dependencies feature was useful to us because it prevented our developers from having to write database queries to find dependencies preventing query deletion. Without allowing this feature to be permitted to users, the task falls back t...2 Reviewed: Voting Open
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Add the ability to import Interactions using Alternate Lookup ID
From BB Support: tested this in sample site and can confirm that you can’t match constituent in interaction batch on the basis of alternative lookup id.The client needs to provide constituent lookup ids to find a constituent.FYI: In interaction ba...5 Reviewed: Voting Open
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Allow traits to be added to constituents without having to first make them volunteers
When a constituent is configured as a volunteer, you can now add traits to that constituent. A constituent trait is something that often if not always pertains to the constituent as a person not necessarily just as a volunteer. Traits and especial...0 Reviewed: Voting Open
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have the ability to export search results
The search function is essentially a query and it would be helpful to be able to export search results instead of having to recreate the search in an ad-hoc query. It also allows users who do not have the ability or knowledge to create an ad-hoc q...0 Reviewed: Voting Open
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Improve error reporting in BBCRM Cloud Portal
It would be useful to be able to see an error message rather than just 'Failed' when a refresh or deployment fails. That would give us something more to communicate to the support team, and may sometimes enable us to fix a problem ourselves, e.g.,...1 Reviewed: Voting Open
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Globally make Prospect Plans "Historical"
Need to have a way to make a group of Prospect Plans Historical.6 Reviewed: Voting Open
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Household Roll up
Would like all information within a household to roll up from each member to the household like it does for revenue and interactions. For example, would like all member attributes, relationships, constituencies and contact information to roll-up t...0 Will not implement
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allow for the deletion of event invitation correspondence records from a constituent record
Currently there is not front end operation to delete the correspondence record from the constituent record for an event invitation nor is it deleted by the system when a user deletes the actual event invitation from the event leading to confusion.7 Reviewed: Voting Open
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Ability to see a list of the processes which use a Selection or Export Definition
It would be great to see on a query with a selection or an export definition which processes are currently referencing that item. So if we make changes - we know which processes will be affected by the change.0 Reviewed: Voting Open