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Unable to define which event the committee summary view shows.
If a committee coordinator is linked to multiple events, the summary view shows the oldest event. We would like for this view to either show the newest event only or give us sorting options.0
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Administer articles in archive
A BBIS Administrator should be able to move an article to the archive, that can also be searched.0
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Allow a preview of acknowledgement email templates
Currently acknowledgement email templates can not be previewed prior to using them in an email. JA would like a preview option on the template.0
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Import selection using appeal name
Create an import selection using appeal name rather than the system record id0
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Create a validation Report for Pledge Write-offs
For other revenue batches there an easy to read validation report that can be produced directly from the Batch Entry Screen. It would helpful to have this capability for Pledge write-off batches just like the other revenue batches.0
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Auto-Adjust Batch Columns
In batches, it would be great to have column auto-adjust so you can view all contents of the cell when you are in it w/o having to scroll.0
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Need to limit the ability to delete a smart query and still be able to edit a smart query.
I have several user groups within our organization. One team within a super user group creates smart queries for the other user to utilize. Unfortunately, this does not restrict the other users so they cannot delete the smart queries. The users ...0 Will not implement
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allow " merchant account" to be an available field in queries
We would like to add the merchant account as a apart of our donation export queries. Currently this field is not available.0
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Add User Site to Query Filter/Output
In Ad-Hoc Query, please consider making Added By User/Changed By User’s Site available in Filter/Output choices. Users are typically linked to a Constituent Record, and it would often be useful to include the User’s Site in the Output.0
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Have value/value groups reflect $0 gifts
Smart fields are currently inconsistent when $0 gifts are present. SF's that return an amount should return a blank if no gift meets the criteria. Today it returns '$0' which is incorrect if constituents CAN have $0 gifts in the database of record.0