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add site security to the listbuilder save and open functionality
add site security to the listbuilder save and open functionality0 Reviewed: Voting Open
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Ability to inactivate attributes
You do not currently have the ability to inactivate attributes. This has become a problem for Arthritis Foundation because they have a lot of different event attributes that are added each year and they don't want some of these attributes to show ...9 Reviewed: Voting Open
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Change "Major Giving Prospect" to just "Prospect" on the Constituency tab
Users in my office get annoyed that everyone who is flagged as a prospect is flagged as a Major Giving Prospect when they are not and you have to go into the plan to see if they are actually Annual Fund etc. Can we change this generic flag to just...2 Will not implement
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Roll-back functionality for the Constituent Merge process
Users with access to the Duplicates area of BBEC, where two constituents have been merged using the BBEC 'Constituent Merge' or 'Merge Two Constituents' functionality available, wish to be able to roll-back that process for those two constituents,...2 Reviewed: Voting Open
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Introduce email receipting (e-receipts)
In Raiser's Edge, we can (and do on a daily basis) send email receipts for donations from a variety of sources (e.g., credit card and cheque payments on paper appeals, direct debit and credit card annual renewals). I gather this is not possible in...16 Reviewed: Voting Open
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allow users the ability to add additional fields to the auto-matching algorithm
The system currently uses the following fields when determining if a new constituent matches an existing constituent: Title, Suffix, Last Name, First Name, Street Number, Street Name, and Zip code. There are other fields that would be helpful whe...1 Will not implement
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Add the option for DISTINCT count in query
This option would add some power to the query tool, and remove the need for custom coding or SDK work to create a smart query to get the counts we want for various things.6 Reviewed: Voting Open
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Add find and replace functionality in batch to the web based user experience
In the smart client users are able to select Edit and choose Find and Replace. They are able to leverage this functionality to replace large ranges of data that has been inputted incorrectly (like gift date for instance). This functionality has no... -
Add DateAdded and DateChanged fields for Smartfields
Smartfield tables are one of the few in CRM that don't have DateAdded and DateChanged. If they were present, it would create several substantial benefits: The ETL to the DW could use DateChanged so only updated records would need to be copied over...4 Reviewed: Voting Open
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Allow Group and Committee Members to have a start date in the future
Our organization would like the ability to add members to a committee or group with a start date in the future to reflect, for example, a newly appointed/elected board member who is set to start next month. The ability to add the individual to the...5 Reviewed: Voting Open