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BBECRM: Automatically update query where filter including constituent record has been merged or updated.
Once a Prospect Manager's constituent information was updated a query based on this constituent did not update.0
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Search List SDK
We are creating our own customized constituent search and have added output field of deceased. I would like to use the image of the red X when the constituent is deceased but SDK does not support image field. Would like to see this data type added...0
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Allow administator to limit who can add designation hierarchies.
There is currently no way to assign permissions from the Page Permissions view for adding designation hierarchies. I'd like to be able to to expose the DH to users but not allow them to add DH.0 Will not implement
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Distribute a copy of LoadSpec designed as a DLL that can be called from MSBuild
MSBuild is a powerful tool that can be used to automate the build and deployment of customizations for Blackbaud CRM. LoadSpec can be called from MSBuild as an executable, and it would be more powerful as a compiled DLL that can be used in MSBuild.0
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Global update of Prospect Manager and of Fundraiser
Assign Prospect in Bulk feature satisfies this requirements - It's slow performance has been highlighted to Blackbaud.0 Will not implement
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The Merge process ignores deceased indicator of source constituent
Merge process (either “Constituent Merge” or “Merge two constituents”) ignores deceased indicator of source constituent. The deceased indicator of the target therefore always wins by default.0 Will not implement
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Allow flexibility in User ID creation, or give hints or better error messages
Our users need to login with the format: Fname(first two initials of)Lnameplus our four digit id: MaryJo9876 for Mary Jones in 9876 company id. As new users in our organization using BBEC as a CRM only, we do not sign on regularly. All other IDs i...0
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Need the ability to set the landing page by User
Fundraiser should start on My Fundraisers page - would like for this to be user defined like you can do for your homepage for IE0
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The login screen
The login screen (with prompt for user's credentials) is stuck to the center of the screen and unmovable/unminimizable. Sometimes, with resolution like 1025x768 or 1366x768, the login screen is big enough to see something behind it; e.g. their use...0
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a filter in the General
in the general ledger module. i would like to filter and see all the GL accounts associated with a designation0