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Allow reassigning of Primary Manager for specific Plan Types or Plans only
We often have Constituent records with multiple Plans, e.g., a Bequest Plan and a Major Donor Plan. When a staff member leaves or changes role we need to reassign their Prospects. However, the existing Prospect Assignment Process only has an optio...0 Reviewed: Voting Open
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Allow a column or columns to be frozen in a Data List
When we have many columns in a Data List which we've built, it would be very handy to be able to freeze a couple of columns (e.g., Lookup ID and Name) so that when we scroll across the columns, we can still see which record we're looking at. This ... -
Add individual match and company match in same batch
We would like to be able to enter the individual and company match within the same batch. Some companies provide both at the same time and currently, this causes problems if they both fall within the same batch since BBEC doesn't allow this.0 Reviewed: Voting Open
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BBIS donation from an organisation should automatically create a relationship to a constituent as a contact in CRM
If I give a donation on behalf of an organisation via BBIS - the organisation is added into CRM, but the contact person doesn't appear to be - either as a named contact or as a linked constituent with a relationship. The person should be linked to...0 Reviewed: Voting Open
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Create a CRM Version of the RE Gift Detail and Summary Report
The RE Gift Detail and Summary Report is standard across multiple clients migrating from RE to CRM and is useful in preparing summary totals by Fund, Constituent Code or Campaign. Please create a version as a standard, out of the box report in CRM.0 Reviewed: Voting Open
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Be able to see which email a supporter unsubscribes from
We can currently only see which Comms a supporter received, and the date their solicit code was added in Comms Preferences. It would be very useful to have an easy way of seeing how many people actually unsubscribed from an email in the honeycomb ...0 Reviewed: Voting Open
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Add keyword search to Solicit codes, Educational Involvement and Constituent Attribute drop-downs.
There are so many entries in these tables, it can be very time consuming to find the values you want. Often we have to export/print to PDF and search the PDF to find the value we want. Plus, long values are chopped off because the drop down box is...2 Reviewed: Voting Open
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Remove "Fundraiser" limitation on Organization Hierarchy
Currently, a constituent must be marked with the Fundraiser constituency to appear in the Organization Hierarchy. This limitation should be removed. Or, allow us to use the "Staff" constituency instead to build out a hierarchy including all membe...0 Reviewed: Voting Open
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Include Lookup ID in ALL views of constituent
The existing idea that was implemented in 4.0 missed the mark. When I click on a specific plan in the Prospect section or a gift in the Revenue section, and look in the detailed view, the constituent header disappears and the lookup ID disappears ...1 Reviewed: Voting Open
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Make constituent tiles conditionally visible as the "view as" links were in 3.0
Specific constituent tiles should not appear if the constituent does not have that information. For instance, if the constituent is not a prospect, the prospect tile should not be visible. This type of functionality was in 3.0. If a constituent wa...0 Reviewed: Voting Open