-
Ability to dismantle and move events from a multi-level event without deleting the subevent
Currently in the system, if you add an event into a multi-level event hierarchy, you cannot remove the event without deleting it first. There will be times when organizations will want to remove events from a multi-level event, but not delete the ...2 Reviewed: Voting Open
-
Make it possible to see unprocessed transactions for events.
For example a warning triangle or something which could be displayed to highlight that there are unprocessed transactions for an event.0 Reviewed: Voting Open
-
Allow for import of recognition credits to both a new and existing constituent within the same batch
Within an enhanced revenue batch import, we need the ability to add a new gift and assign recognition credits to the new donor, in addition to assigning recognition credit for this new gift to an existing constituent. Although the "new/edit consti...
1
Reviewed: Voting Open
-
Name formats on Household
Would like the ability to put name formats on a household record.0 Reviewed: Voting Open
-
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
-
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
-
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
-
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
-
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
-
Globally make Prospect Plans "Historical"
Need to have a way to make a group of Prospect Plans Historical.6 Reviewed: Voting Open