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Pending Interactions on My Fundraiser Page
Right now only pending steps show up on My Fundraiser Page under the Pending Steps tab. We also enter pending interactions, but those do not show up anywhere on My Fundraiser Page. It would be helpful to have a tab called Pending Steps/Interaction...0 Shipped
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Put qualifying spouses together on single ME output
We need to be able to produce a single mail piece for spouses that each qualify in one of the segments. If only one spouse qualifies, then only that spouse should be included on the mail piece. If both spouses qualify, a single mail piece addresse...1 Shipped
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Find/Feature by Constituent Lookup ID
Under the Find, Features/Constituent, it would be wonderful to be able to select Lookup ID and allow me to key the Lookup ID in the Find field to go to that Constituent. -
Add attribute status filters on query results
When pulling multiple attributes into a query selection based on active status (i.e. end date in the past), there is no way to limit the output to only display those attributes which are active. For example, a constit has an active Council attribu...0 Shipped
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Bring Attribute Comments into the BBDW
Along with the value, also bring the Attribute Comments into the BBDW fact tables0 Shipped
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provide consistency for drop down fields throughout CRM
Client would like the ability to type in multiple characters into each dropdown field to find the appropriate value. Some fields only allow first letter to be entered which causes issues with data entry. "State" is an example on an address. Anothe...0 Shipped
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Have a processing screen when the donation submit button is clicked
It would be nice to have a processing screen or overlay show after the submit button is pressed for a donation form until the confirmation screen shows. This will allow the donor to see that something is going on and prevent them from pressing the...1 Shipped
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Add messaging capability for directory part
[Migrating from other tool] Create a "messaging" capability within the alumni online directory on BBIS to allow users to communicate without having to share user contact information. We as a College do not want to share alumni contact information ...
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DataWarehouse: Include SITE as a queriable field
In the Data Warehouse, it appears that "site" cannot be queried. This field needs to be added to the DW since we use this field to report on all of the time. Without this field there is no way to differentiate between operational boundaries.0 Shipped
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Include filter in assigned prospects in bulk to not include historical plans
We need the ability to view only current vs all and having a filter to include or not include historical plans when assigning or re-assigning would be helpful. We do not want to change the PM on plans that are already completed - only current.0 Shipped