-
Addition of Comments fields to Group Member forms and datalists
Comments box to be added to the Add and Edit 'A group member' forms, and for a corresponding Comments field on the 'Current group members' display list, in which you could record a comment about that constituent's group membership to the group. ...0 Shipped
-
Create the ability to include/exclude differing sets of gift types
For example, for my MRC calculations, I need only cash, pay-cash and stock gift type options. However, for lifetime giving or largest gift calcuations, I need to include pledges and exclude pay-(cash, stock, etc) options. I'd like to toggle on som...0 Shipped
-
Batch Sorting / Grouping
Keep your sorting/grouping defaults in batch entry screen. Currently if you sort by owner, status, or category, the sorting/grouping is not retained if you refresh the page or navigate away and come back.0 Shipped
-
Educational Involvement Forms allowing table edit (via pencil icon) for non admin users
Educational Involvement Add Form 2 and Educational Involvement Edit Form 2 allow access to the associated Code Tables through the Pencil Tool; this means BBEC Users could potentially make amendments to Involvements entries. I’d like to be able to ... -
Need Adjustments to go through a Batch
For audit purposes, adjustments must go through a batch rather than through Edit a Payment. Currently, you cannot make adjustments through a batch. This is an audit issue for us.0 Shipped
-
Do not allow steps to be added to historic plans
Once a plan has been flagged historical, users should not be able to continue to add steps to it, update it, etc.0 Shipped
-
Export our cases from Case Central
No description provided0 Shipped
-
Add/edit payment screens - inconsistency with reference field
After the upgrade to BBEC 2.5 the Reference field on the Edit Payment window was moved to the Transaction Details tab. However it’s still on the Payment Information tab in the Add Payment window…0 Shipped
-
Add Campaign to BBIS Donation Form Part
We require the Campaign on all donation revenue transactions. There is currently no way to add the campaign to the BBIS Donation Form Part, nor can we append this information in the batch created by BBIS. We would like campaign to be an optional f...0 Shipped
-
Change the Revenue & Recognition default (on BBEC 2.9) to 'all dates'
The default display is pre-filtered to show only 'this calendar year'. It would be preferable to show the entire Revenue and Recognition history and allow the ability to select narrower time-frames.0 Shipped