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Adding future end dates to group members
Groups provide a great way to identify and manage small sections of the larger alumni base quickly. In particular, Oxford have found it useful to use the group function to keep track of donors who have made pledges for a set period and need to be ...23 Reviewed: Voting Open
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Add 'user is proxy' filter and PAT expiration date criteria to the application users query
In SP37 we introduced functionality that allows the use of proxy user accounts with a PAT to access odata connections. PAT's are designed to expire every year and the only way a user will know it's expired is if their odata reports stop functionin...0 Reviewed: Voting Open
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Increase the character limit for organization names. Or allow publication listing addressees for organizations.
Some funds and trusts have very long proper names they want used on published materials, while having a nickname or shorter name staff use to look up the account. There is currently a character limit for organization names that has affected our pu...0 Reviewed: Voting Open
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Rolling date-range in query filtering
When filtering on dates in query, the drop-down menu gives us a number of date-range options e.g. last week, this month, next quarter - what however we don’t seem able to do is add a ‘rolling’ date-range into a dynamic query e.g. in the last 3 mon... -
Change Import to allow importing a Recurring Gift with a Direct Debit account which already exists on a Constituent record
At the moment, when we import a Batch of new Recurring Gifts, e.g., from an external telemarketer, all of those with Direct Debit accounts which already exist on the supporter's records, are rejected with the error DUPLICATEACCOUNT. This is a majo...1 Reviewed: Voting Open
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Ability to rename an attribute once it is in use
Oxford would like to rename the attribute 'Matriculation Year (Use)' to 'Matriculation Year'. Due to the fact that the attribute is currently in use we appear to be unable to change its value.5 Reviewed: Voting Open
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Provide ability to terminate user processes
Our BBCRM is hosted by Blackbaud. Whenever a user has a runaway process our Helpdesk contacts Blackbaud Support, who then contacts Hosting to kill the process. Within BBCRM, the client with Sys Admin access or with proper security access should be...4 Reviewed: Voting Open
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Move up Batch Validation
It would be great to modify the Edit > Validate Batch function to check for all validation errors instead of waiting for the commit function. Currently, the batch goes through the full workflow, commit, and a exception batch is created in the e...2 Reviewed: Voting Open
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We need the ability to writeoff a balance on planned gift revenue
We record bequests as planned gifts and revenue, but very often the actual amount received is less. We'd like the ability to writeoff the balance. Planned gift revenue should behave like other revenue.5 Reviewed: Voting Open
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Outlook integration
Provide integration with Microsoft Outlook for sending and recording of both emails and calendar Interactions. Need support for Outlook 2007 & 2010.4 Reviewed: Voting Open